Schwab Value Advantage Money Fund SWVXX | NASDAQ
$1.00
$0.00 | 0.00%
TREND SIGNAL:
Company Overview:
Market Cap:
$245.26B
Trailing PE:
N/A
FWD PE:
—
Payout Ratio (TTM):
—
52-Week Range:
$1.00 - $1.00
3.5 Year SWVXX Performance Metrics:
Total Return (with DRIP):
3.9% (1.11% CAGR)
Total Return (no DRIP):
3.9% (1.09% CAGR)
Share Price:
0.0% (0.00% CAGR)
Yield on Cost (with DRIP):
3.69%
Total Invested:
$10,000
Total Value (with DRIP):
$10,394
Total Return $ (with DRIP):
$394
Dividend Increase:
168.5% (81.19% CAGR)
Dividend Yield (FWD):
3.55% ($0.04)
SWVXX 3.5-yr Total Return ($10K invested)
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
SWVXX Share Price
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
All
SWVXX Price CAGR:1Y: 0.00%2Y: 0.00%5Y: 0.00%10Y: 0.00%
SWVXX Dividend Payments & Yield
SWVXX Dividend CAGR:1Y: 81.19%2Y: 81.19%5Y: 81.19%10Y: 81.19%
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SWVXX Dividends Info:
Annual Dividend:
$0.03551904
Forward Yield:
3.55%
Ex-Dividend Date:
2026-09-30
Lifetime Dividends / Share:
$0.07
SWVXX Dividend History: Dates, Payments & Yield list
Below is a schedule of all SWVXX dividend payments, ex-dates, share price on the day of the payment as well as the annualized yield & forward yield
| Ex-Date | Payment Date | Amount | Yield | Forward Yield | Price on Ex-Date |
|---|---|---|---|---|---|
| 09/30/2026 | 09/30/2026 | $0.003 | 3.55% | 3.55% | $1.00 |
| 08/31/2026 | 08/31/2026 | $0.003 | 3.35% | 3.35% | $1.00 |
| 07/31/2026 | 07/31/2026 | $0.003 | 3.78% | 3.78% | $1.00 |
| 06/30/2026 | 06/30/2026 | $0.003 | 3.43% | 3.43% | $1.00 |
| 05/29/2026 | 05/29/2026 | $0.003 | 3.52% | 3.52% | $1.00 |
| 04/30/2026 | 04/30/2026 | $0.003 | 3.43% | 0% | $0.00 |
| 03/31/2026 | 03/31/2026 | $0.003 | 3.44% | 0% | $0.00 |
| 02/27/2026 | 02/27/2026 | $0.003 | 3.23% | 0% | $0.00 |
| 01/30/2026 | 01/30/2026 | $0.003 | 3.6% | 0% | $0.00 |
| 12/31/2025 | 12/31/2025 | $0.003 | 3.83% | 0% | $0.00 |
| 11/28/2025 | 11/28/2025 | $0.003 | 3.5% | 0% | $0.00 |
| 10/31/2025 | 10/31/2025 | $0.004 | 4.32% | 0% | $0.00 |
| 09/30/2025 | 09/30/2025 | $0.003 | 3.89% | 0% | $0.00 |
| 08/29/2025 | 08/29/2025 | $0.004 | 4.35% | 4.35% | $1.00 |
| 07/31/2025 | 07/31/2025 | $0.004 | 4.22% | 4.22% | $1.00 |
| 06/30/2025 | 06/30/2025 | $0.003 | 3.94% | 3.94% | $1.00 |
| 05/30/2025 | 05/30/2025 | $0.004 | 4.36% | 4.36% | $1.00 |
| 04/30/2025 | 04/30/2025 | $0.003 | 4.11% | 4.11% | $1.00 |
| 03/31/2025 | 03/31/2025 | $0.003 | 1.32% | 1.32% | $1.00 |
| 02/28/2025 | 02/28/2025 | $0.003 | 1.29% | 1.29% | $1.00 |
| 01/31/2025 | 01/31/2025 | $0.004 | 1.47% | 0% | $0.00 |
Projected Future Returns & Dividends for SWVXX
Based on past 3.5-year performance, here are SWVXX growth metrics:
Share price CAGR of +0%
Dividend CAGR of +81.19%
Using SWVXX CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:
| SWVXX (DRIP) | SWVXX - No DRIP | |
|---|---|---|
| Current Price | $1.00 | $1.00 |
| Start Shares | 10,000.00 | 10,000.00 |
| Start Value | $10,000 | $10,000 |
| After 10 years: | ||
| Final Share Count | 11,940.28 | 10,000.00 |
| Dividends Payment | $0.00 | $0.00 |
| Annual Dividends | $424 | $355 |
| Yield on cost | 4.24% | 3.55% |
| Share Price | $1.00 | $1.00 |
| Total Dividends | $1,940 | $1,776 |
| Final Value | $11,940 | $11,776 |
Estimated Future Value + Dividends - SWVXX
NOTE: Above numbers are our estimate based on SWVXX's Dividend and Price CAGR over past 3.5 years.
These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.
We cannot guarantee that your actual returns will meet these estimates.
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Company Info
Schwab Value Advantage Money Fund (SWVXX) had its IPO on 2023-04-17, and is traded on NASDAQ stock exchange.
The fund’s goal is to seek the highest current income consistent with stability of capital and liquidity.
SWVXX website: https://www.schwabassetmanagement.com/products/swvxx
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Loading signals…
DCF model unavailable for SWVXX — no fundamentals on file (ETFs and funds are not modelable).
