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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Vanguard Value Index I
Price$68.85
Change-$0.64 (-0.92%)
VolumeN/A
Net Assets192.55B
SWDSX vs VIVAX Comparison Chart
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SWDSX vs. VIVAX commentary
Mar 04, 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 StrongBuy and VIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 193B vs. SWDSX (541M). VIVAX pays higher dividends than SWDSX: VIVAX (2.25) vs SWDSX (1.92). SWDSX was incepted earlier than VIVAX: SWDSX (22 years) vs VIVAX (32 years). VIVAX is a more actively managed with annual turnover of: 10.00 vs. SWDSX (8.00). 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 : 18.32 vs. VIVAX (14.32). VIVAX return over 5 years is better than : 69.39 vs. SWDSX (37.62).
| SWDSX | VIVAX | SWDSX / VIVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 5.257 | 5.192 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 193B | 0% |
| Annual Yield % from dividends | 1.92 | 2.25 | 86% |
| Returns for 1 year | 18.32 | 14.32 | 128% |
| Returns for 3 years | 21.91 | 25.93 | 84% |
| Returns for 5 years | 37.62 | 69.39 | 54% |
| Returns for 10 years | 7.53 | 109.24 | 7% |
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