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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$17.47
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets570.41M
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Aug 16, 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.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. SWDSX (570M). 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 : 12.81 vs. VIVAX (8.04). VIVAX return over 5 years is better than : 68.78 vs. SWDSX (46.32).
| SWDSX | VIVAX | SWDSX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 9.273 | 6.648 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 196B | 0% |
| Annual Yield % from dividends | 1.78 | 2.06 | 86% |
| Returns for 1 year | 12.81 | 8.04 | 159% |
| Returns for 3 years | 25.61 | 26.09 | 98% |
| Returns for 5 years | 46.32 | 68.78 | 67% |
| Returns for 10 years | 13.40 | 114.91 | 12% |
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