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FSWCX vs VIVAX
FSWCX vs VIVAX Comparison
Open Charts FSWCX vs VIVAX
Fidelity SAI US Value Index
Price$12.27
Change+$0.11 (+0.90%)
VolumeN/A
Net Assets4.63B
Vanguard Value Index I
Price$68.17
Change+$0.42 (+0.62%)
VolumeN/A
Net Assets183.52B
FSWCX vs VIVAX Comparison Chart
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FSWCX vs. VIVAX commentary
Jan 19, 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 StrongBuy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. FSWCX (4.63B). 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 (18.49) and VIVAX (18.19) have marching annual gain over last year. VIVAX return over 5 years is better than : 44.18 vs. FSWCX (32.22).
| 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 | 3.719 | 3.194 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 184B | 3% |
| Annual Yield % from dividends | 4.82 | 2.25 | 214% |
| Returns for 1 year | 18.49 | 18.19 | 102% |
| Returns for 3 years | 6.86 | 18.46 | 37% |
| Returns for 5 years | 32.22 | 44.18 | 73% |
| Returns for 10 years | N/A | 111.10 | - |
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