SWDSX
Price
$17.39
Change
+$0.05 (+0.29%)
Updated
Jul 25 closing price
Net Assets
564.17M
VIVAX
Price
$70.47
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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SWDSX vs VIVAX

Header iconSWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAXBanner chart's image
Schwab Dividend Equity
Price$17.39
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets564.17M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Jul 27, 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: 195B vs. SWDSX (564M). 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 : 14.94 vs. VIVAX (9.76). VIVAX return over 5 years is better than : 74.87 vs. SWDSX (50.84).
SWDSXVIVAXSWDSX / VIVAX
Total Expense Ratio0.890.17524%
Annual Report Gross Expense Ratio0.890.17524%
Fund Existence22 years33 years-
Gain YTD8.5246.724127%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets564M195B0%
Annual Yield % from dividends1.782.0686%
Returns for 1 year14.949.76153%
Returns for 3 years33.2034.3197%
Returns for 5 years50.8474.8768%
Returns for 10 years13.28116.3211%
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