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FSWCX vs VIVAX
FSWCX vs VIVAX Comparison
Open Charts FSWCX vs VIVAX
Fidelity SAI US Value Index
Price$11.73
Change+$0.11 (+0.95%)
VolumeN/A
Net Assets5.16B
Vanguard Value Index I
Price$65.66
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
FSWCX vs VIVAX Comparison Chart
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FSWCX vs. VIVAX commentary
May 09, 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: 184B vs. FSWCX (5.16B). VIVAX pays higher dividends than FSWCX: VIVAX (2.22) vs FSWCX (2.06). 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 annual gain was more profitable for investors over the last year : 5.12 vs. FSWCX (2.43). VIVAX return over 5 years is better than : 72.17 vs. FSWCX (62.91).
| 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 | -1.775 | -0.958 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 184B | 3% |
| Annual Yield % from dividends | 2.06 | 2.22 | 93% |
| Returns for 1 year | 2.43 | 5.12 | 47% |
| Returns for 3 years | 7.31 | 20.66 | 35% |
| Returns for 5 years | 62.91 | 72.17 | 87% |
| Returns for 10 years | N/A | 96.24 | - |
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