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FSWCX vs VIVIX
FSWCX vs VIVIX Comparison
Open Charts FSWCX vs VIVIX
Fidelity SAI US Value Index
Price$11.06
Change+$0.09 (+0.82%)
VolumeN/A
Net Assets5.41B
Vanguard Value Index I
Price$63.10
Change+$0.15 (+0.24%)
VolumeN/A
Net Assets190.51B
FSWCX vs VIVIX Comparison Chart
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FSWCX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 191B vs. FSWCX (5.41B). VIVIX pays higher dividends than FSWCX: VIVIX (2.27) vs FSWCX (1.96). FSWCX was incepted earlier than VIVIX: FSWCX (7 years) vs VIVIX (27 years). FSWCX (0.11) is less costly to investors than VIVIX (0.04). FSWCX is a more actively managed with annual turnover of: 63.00 vs. VIVIX (10.00). FSWCX has a lower initial minimum investment than VIVIX: FSWCX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 4.49 vs. FSWCX (-0.46). VIVIX return over 5 years is better than : 64.56 vs. FSWCX (59.32).
| FSWCX | VIVIX | FSWCX / VIVIX | |
| Total Expense Ratio | 0.11 | 0.04 | 275% |
| Annual Report Gross Expense Ratio | 0.11 | 0.04 | 275% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | -7.270 | -4.638 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.41B | 191B | 3% |
| Annual Yield % from dividends | 1.96 | 2.27 | 86% |
| Returns for 1 year | -0.46 | 4.49 | -10% |
| Returns for 3 years | -5.64 | 9.29 | -61% |
| Returns for 5 years | 59.32 | 64.56 | 92% |
| Returns for 10 years | N/A | 90.25 | - |
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