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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Vanguard Value Index I
Price$72.24
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Sep 18, 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: 203B vs. SWDSX (584M). VIVAX pays higher dividends than SWDSX: VIVAX (1.99) vs SWDSX (1.73). 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 : 10.75 vs. VIVAX (6.86). VIVAX return over 5 years is better than : 73.52 vs. SWDSX (52.30).
| 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 | 11.083 | 8.935 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 203B | 0% |
| Annual Yield % from dividends | 1.73 | 1.99 | 87% |
| Returns for 1 year | 10.75 | 6.86 | 157% |
| Returns for 3 years | 37.54 | 38.33 | 98% |
| Returns for 5 years | 52.30 | 73.52 | 71% |
| Returns for 10 years | 24.82 | 137.84 | 18% |
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