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FSWCX vs VIVAX
FSWCX vs VIVAX Comparison
Open Charts FSWCX vs VIVAX
Fidelity SAI US Value Index
Price$12.28
Change-$0.10 (-0.81%)
VolumeN/A
Net Assets5.33B
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
FSWCX vs VIVAX Comparison Chart
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FSWCX vs. VIVAX commentary
Jun 15, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FSWCX (5.33B). VIVAX pays higher dividends than FSWCX: VIVAX (2.16) vs FSWCX (1.98). FSWCX was incepted earlier than VIVAX: FSWCX (7 years) vs VIVAX (33 years). VIVAX (0.17) is less costly to investors than FSWCX (0.11). FSWCX is a more actively managed with annual turnover of: 63.00 vs. VIVAX (9.00). FSWCX has a lower initial minimum investment than VIVAX: FSWCX (0) vs VIVAX (3000). VIVAX (8.88) and FSWCX (8.66) have marching annual gain over last year. VIVAX return over 5 years is better than : 73.96 vs. FSWCX (64.34).
| FSWCX | VIVAX | FSWCX / VIVAX | |
| Total Expense Ratio | 0.11 | 0.17 | 65% |
| Annual Report Gross Expense Ratio | 0.11 | 0.17 | 65% |
| Fund Existence | 7 years | 33 years | - |
| Gain YTD | 4.649 | 3.252 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 189B | 3% |
| Annual Yield % from dividends | 1.98 | 2.16 | 92% |
| Returns for 1 year | 8.66 | 8.88 | 97% |
| Returns for 3 years | 18.96 | 33.27 | 57% |
| Returns for 5 years | 64.34 | 73.96 | 87% |
| Returns for 10 years | N/A | 105.20 | - |
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