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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$16.96
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets539.11M
Vanguard Value Index I
Price$67.51
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SWDSX vs VIVAX Comparison Chart
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SWDSX vs. VIVAX commentary
Jun 07, 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: 189B vs. SWDSX (539M). VIVAX pays higher dividends than SWDSX: VIVAX (2.16) vs SWDSX (1.79). 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 : 15.23 vs. VIVAX (6.81). VIVAX return over 5 years is better than : 58.70 vs. SWDSX (38.42).
| 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 | 4.745 | 1.238 | 383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 539M | 189B | 0% |
| Annual Yield % from dividends | 1.79 | 2.16 | 83% |
| Returns for 1 year | 15.23 | 6.81 | 224% |
| Returns for 3 years | 20.82 | 18.51 | 112% |
| Returns for 5 years | 38.42 | 58.70 | 65% |
| Returns for 10 years | 8.30 | 102.90 | 8% |
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