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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$16.64
Change-$0.19 (-1.13%)
VolumeN/A
Net Assets534.48M
Vanguard Value Index I
Price$67.23
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
SWDSX vs VIVAX Comparison Chart
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SWDSX vs. VIVAX commentary
Mar 11, 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 SWDSX is a Buy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SWDSX (534M). VIVAX pays higher dividends than SWDSX: VIVAX (2.08) vs SWDSX (1.75). SWDSX was incepted earlier than VIVAX: SWDSX (22 years) vs VIVAX (32 years). SWDSX (0.88) is less costly to investors than VIVAX (0.17). SWDSX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (10.00). SWDSX has a lower initial minimum investment than VIVAX: SWDSX (0) vs VIVAX (3000). SWDSX annual gain was more profitable for investors over the last year : 15.74 vs. VIVAX (10.21). VIVAX return over 5 years is better than : 64.65 vs. SWDSX (36.18).
| SWDSX | VIVAX | SWDSX / VIVAX | |
| Total Expense Ratio | 0.88 | 0.17 | 518% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 4.082 | 3.043 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 195B | 0% |
| Annual Yield % from dividends | 1.75 | 2.08 | 84% |
| Returns for 1 year | 15.74 | 10.21 | 154% |
| Returns for 3 years | 22.48 | 24.24 | 93% |
| Returns for 5 years | 36.18 | 64.65 | 56% |
| Returns for 10 years | 9.63 | 111.18 | 9% |
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