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FSWCX vs VIVAX
FSWCX vs VIVAX Comparison
Open Charts FSWCX vs VIVAX
Fidelity SAI US Value Index
Price$12.33
Change-$0.19 (-1.52%)
VolumeN/A
Net Assets4.76B
Vanguard Value Index I
Price$68.80
Change-$0.81 (-1.16%)
VolumeN/A
Net Assets192.55B
FSWCX vs VIVAX Comparison Chart
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FSWCX vs. VIVAX commentary
Feb 23, 2025
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 FSWCX is a Hold and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. FSWCX (4.76B). FSWCX pays higher dividends than VIVAX: FSWCX (4.82) vs VIVAX (2.25). FSWCX was incepted earlier than VIVAX: FSWCX (7 years) vs VIVAX (32 years). FSWCX is a more actively managed with annual turnover of: 86.00 vs. VIVAX (10.00). FSWCX has a lower initial minimum investment than VIVAX: FSWCX (0) vs VIVAX (3000). FSWCX (13.70) and VIVAX (13.43) have marching annual gain over last year. VIVAX return over 5 years is better than : 47.22 vs. FSWCX (35.61).
| FSWCX | VIVAX | FSWCX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 32 years | - |
| Gain YTD | 4.227 | 4.148 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 193B | 2% |
| Annual Yield % from dividends | 4.82 | 2.25 | 214% |
| Returns for 1 year | 13.70 | 13.43 | 102% |
| Returns for 3 years | 11.65 | 23.92 | 49% |
| Returns for 5 years | 35.61 | 47.22 | 75% |
| Returns for 10 years | N/A | 105.56 | - |
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