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FSWCX vs VIVIX
FSWCX vs VIVIX Comparison
Open Charts FSWCX vs VIVIX
Fidelity SAI US Value Index
Price$11.73
Change+$0.11 (+0.95%)
VolumeN/A
Net Assets5.16B
Vanguard Value Index I
Price$65.64
Change+$0.25 (+0.38%)
VolumeN/A
Net Assets183.65B
FSWCX vs VIVIX Comparison Chart
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FSWCX vs. VIVIX 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. FSWCX (5.16B). VIVIX pays higher dividends than FSWCX: VIVIX (2.35) vs FSWCX (2.06). 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 (9.00). 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 : 5.12 vs. FSWCX (2.43). VIVIX return over 5 years is better than : 72.19 vs. FSWCX (62.91).
| 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 | -1.775 | -0.942 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.16B | 184B | 3% |
| Annual Yield % from dividends | 2.06 | 2.35 | 87% |
| Returns for 1 year | 2.43 | 5.12 | 47% |
| Returns for 3 years | 7.31 | 20.66 | 35% |
| Returns for 5 years | 62.91 | 72.19 | 87% |
| Returns for 10 years | N/A | 96.21 | - |
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