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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$16.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.35
Change-$0.54 (-0.77%)
VolumeN/A
CapitalizationN/A
SWDSX vs VIVAX Comparison Chart
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SWDSX vs. VIVAX commentary
Nov 13, 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 StrongBuy and VIVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 184B vs. SWDSX (565M). 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 (31.25) and VIVAX (30.21) have marching annual gain over last year. VIVAX return over 5 years is better than : 54.46 vs. SWDSX (17.27).
| 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 | 21.084 | 19.920 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 184B | 0% |
| Annual Yield % from dividends | 1.92 | 2.25 | 86% |
| Returns for 1 year | 31.25 | 30.21 | 103% |
| Returns for 3 years | 2.77 | 23.47 | 12% |
| Returns for 5 years | 17.27 | 54.46 | 32% |
| Returns for 10 years | -4.62 | 115.48 | -4% |
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