SWLVX Fund Comparisons

SWLVX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include FLCOX, VONV, IWD. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SWLVX
Name
Schwab U.S. Large-Cap Value Index Fund
Type
Mutual Fund
Originator
Schwab
Asset class
equity
Net expense ratio
0.04%
AUM
$1.1B

Comparable Funds

FundQuant reviewed 1,581 active searchable funds, 385 ETFs, 1,193 mutual funds and returned 3 comparable funds for SWLVX.

  1. FLCOX - Fidelity Large Cap Value Index Fund (Mutual Fund; Fidelity; equity; Closest Fit; fit score 96)
  2. VONV - Vanguard Russell 1000 Value Index Fund (1940 Act ETF; Vanguard; equity; Closest Fit; fit score 95)
  3. IWD - iShares Russell 1000 Value ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 96)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SWLVX/comps