SWDSX
Price
$16.64
Change
-$0.19 (-1.13%)
Updated
Mar 10 closing price
Net Assets
534.48M
VIVAX
Price
$67.23
Change
-$0.84 (-1.23%)
Updated
Mar 10 closing price
Net Assets
195.24B
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SWDSX vs VIVAX

Header iconSWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAXBanner chart's image
Schwab Dividend Equity
Price$16.64
Change-$0.19 (-1.13%)
VolumeN/A
Net Assets534.48M
Vanguard Value Index I
Price$67.23
Change-$0.84 (-1.23%)
VolumeN/A
Net Assets195.24B
SWDSX vs VIVAX Comparison Chart
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SWDSX vs. VIVAX commentary
Mar 11, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SWDSX (534M). VIVAX pays higher dividends than SWDSX: VIVAX (2.08) vs SWDSX (1.75). SWDSX was incepted earlier than VIVAX: SWDSX (22 years) vs VIVAX (32 years). SWDSX (0.88) is less costly to investors than VIVAX (0.17). SWDSX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (10.00). 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 : 15.74 vs. VIVAX (10.21). VIVAX return over 5 years is better than : 64.65 vs. SWDSX (36.18).
SWDSXVIVAXSWDSX / VIVAX
Total Expense Ratio0.880.17518%
Annual Report Gross Expense Ratio0.880.17518%
Fund Existence22 years32 years-
Gain YTD4.0823.043134%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets534M195B0%
Annual Yield % from dividends1.752.0884%
Returns for 1 year15.7410.21154%
Returns for 3 years22.4824.2493%
Returns for 5 years36.1864.6556%
Returns for 10 years9.63111.189%
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