SWDSX
Price
$16.93
Change
-$0.09 (-0.53%)
Updated
Mar 3 closing price
Net Assets
541.4M
VIVAX
Price
$68.85
Change
-$0.64 (-0.92%)
Updated
Mar 3 closing price
Net Assets
192.55B
Ad is loading...

SWDSX vs VIVAX

Header iconSWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAXBanner chart's image
Schwab Dividend Equity
Price$16.93
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets541.4M
Vanguard Value Index I
Price$68.85
Change-$0.64 (-0.92%)
VolumeN/A
Net Assets192.55B
SWDSX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
SWDSX vs. VIVAX commentary
Mar 04, 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 StrongBuy and VIVAX is a StrongBuy.

Ad is loading...
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. SWDSX (541M). VIVAX pays higher dividends than SWDSX: VIVAX (2.25) vs SWDSX (1.92). SWDSX was incepted earlier than VIVAX: SWDSX (22 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. SWDSX (8.00). 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 : 18.32 vs. VIVAX (14.32). VIVAX return over 5 years is better than : 69.39 vs. SWDSX (37.62).
SWDSXVIVAXSWDSX / VIVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years32 years-
Gain YTD5.2575.192101%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets541M193B0%
Annual Yield % from dividends1.922.2586%
Returns for 1 year18.3214.32128%
Returns for 3 years21.9125.9384%
Returns for 5 years37.6269.3954%
Returns for 10 years7.53109.247%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
WEGRX11.950.21
+1.79%
Allspring Emerging Growth R6
RSDFX40.360.56
+1.41%
Columbia Dividend Opportunity Inst2
BLDRX9.560.09
+0.91%
BlackRock Managed Income K
SSEFX12.740.11
+0.87%
SouthernSun U.S. Equity, N
WFPRX48.090.40
+0.84%
Allspring Special Mid Cap Value R6