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FSWCX vs VIVAX
FSWCX vs VIVAX Comparison
Open Charts FSWCX vs VIVAX
Fidelity SAI US Value Index
Price$12.07
Change-$0.07 (-0.58%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.77
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
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FSWCX vs VIVAX Comparison Chart
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FSWCX vs. VIVAX commentary
Sep 21, 2024
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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 183B vs. FSWCX (4.38B). 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). VIVAX annual gain was more profitable for investors over the last year : 23.98 vs. FSWCX (22.74). VIVAX return over 5 years is better than : 55.44 vs. FSWCX (40.65).
| 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 | 12.988 | 16.261 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.38B | 183B | 2% |
| Annual Yield % from dividends | 4.82 | 2.25 | 214% |
| Returns for 1 year | 22.74 | 23.98 | 95% |
| Returns for 3 years | 15.59 | 28.28 | 55% |
| Returns for 5 years | 40.65 | 55.44 | 73% |
| Returns for 10 years | N/A | 113.95 | - |