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SWLVX vs VVIAX
SWLVX vs VVIAX Comparison
Open Charts SWLVX vs VVIAX
SWLVX vs VVIAX Comparison Chart in %
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SWLVX vs. VVIAX commentary
Aug 01, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SWLVX is a Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 254B vs. SWLVX (1.14B). VVIAX pays higher dividends than SWLVX: VVIAX (1.86) vs SWLVX (1.55). SWLVX was incepted earlier than VVIAX: SWLVX (9 years) vs VVIAX (26 years). VVIAX (0.05) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 16.00 vs. VVIAX (8.00). SWLVX has a lower initial minimum investment than VVIAX: SWLVX (0) vs VVIAX (3000). SWLVX annual gain was more profitable for investors over the last year : 30.23 vs. VVIAX (24.63). SWLVX return over 5 years is better than : 97.28 vs. VVIAX (59.33).
| SWLVX | VVIAX | SWLVX / VVIAX | |
| Total Expense Ratio | 0.04 | 0.05 | 70% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 70% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 20.049 | 15.448 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 254B | 0% |
| Annual Yield % from dividends | 1.55 | 1.86 | 83% |
| Returns for 1 year | 30.23 | 24.63 | 123% |
| Returns for 3 years | 85.02 | 50.68 | 168% |
| Returns for 5 years | 97.28 | 59.33 | 164% |
| Returns for 10 years | N/A | 155.66 | - |
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