Ad is loading...
SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$16.08
Change-$0.42 (-2.55%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SWDSX vs VIVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWDSX vs. VIVAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SWDSX (529M). VIVAX pays higher dividends than SWDSX: VIVAX (2.25) vs SWDSX (1.92). SWDSX was incepted earlier than VIVAX: SWDSX (21 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 : 21.56 vs. VIVAX (16.42). VIVAX return over 5 years is better than : 44.64 vs. SWDSX (19.58).
| SWDSX | VIVAX | SWDSX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | 20.531 | 16.008 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 195B | 0% |
| Annual Yield % from dividends | 1.92 | 2.25 | 86% |
| Returns for 1 year | 21.56 | 16.42 | 131% |
| Returns for 3 years | 16.67 | 20.48 | 81% |
| Returns for 5 years | 19.58 | 44.64 | 44% |
| Returns for 10 years | 7.19 | 104.82 | 7% |
View a ticker or compare two or three
VS
VS
Ad is loading...