SWDSX
Price
$17.32
Change
+$0.01 (+0.06%)
Updated
Jul 2 closing price
Net Assets
559.72M
VIVAX
Price
$69.73
Change
+$0.05 (+0.07%)
Updated
Jul 2 closing price
Net Assets
188.77B
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SWDSX vs VIVAX

Header iconSWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAXBanner chart's image
Schwab Dividend Equity
Price$17.32
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets559.72M
Vanguard Value Index I
Price$69.73
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets188.77B
SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Jul 03, 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 Buy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. SWDSX (560M). VIVAX pays higher dividends than SWDSX: VIVAX (2.06) vs SWDSX (1.78). SWDSX was incepted earlier than VIVAX: SWDSX (22 years) vs VIVAX (33 years). SWDSX (0.89) is less costly to investors than VIVAX (0.17). SWDSX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (9.00). 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 : 17.42 vs. VIVAX (11.48). VIVAX return over 5 years is better than : 78.98 vs. SWDSX (53.67).
SWDSXVIVAXSWDSX / VIVAX
Total Expense Ratio0.890.17524%
Annual Report Gross Expense Ratio0.890.17524%
Fund Existence22 years33 years-
Gain YTD7.3395.527133%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets560M189B0%
Annual Yield % from dividends1.782.0686%
Returns for 1 year17.4211.48152%
Returns for 3 years32.2234.2994%
Returns for 5 years53.6778.9868%
Returns for 10 years11.65113.3710%
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