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FSWCX vs VIVAX
FSWCX vs VIVAX Comparison
Open Charts FSWCX vs VIVAX
Fidelity SAI US Value Index
Price$11.06
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets5.41B
Vanguard Value Index I
Price$63.13
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
FSWCX vs VIVAX Comparison Chart
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FSWCX vs. VIVAX commentary
Apr 18, 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: 191B vs. FSWCX (5.41B). VIVAX pays higher dividends than FSWCX: VIVAX (2.14) vs FSWCX (1.96). FSWCX was incepted earlier than VIVAX: FSWCX (7 years) vs VIVAX (32 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 (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 : 4.48 vs. FSWCX (-0.46). VIVAX return over 5 years is better than : 64.54 vs. FSWCX (59.32).
| 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 | 32 years | - |
| Gain YTD | -7.270 | -4.652 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 191B | 3% |
| Annual Yield % from dividends | 1.96 | 2.14 | 92% |
| Returns for 1 year | -0.46 | 4.48 | -10% |
| Returns for 3 years | -5.64 | 9.28 | -61% |
| Returns for 5 years | 59.32 | 64.54 | 92% |
| Returns for 10 years | N/A | 90.29 | - |
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