SWDSX
Price
$16.08
Change
-$0.42 (-2.55%)
Updated
Dec 18 closing price
VIVAX
Price
$65.90
Change
-$1.71 (-2.53%)
Updated
Dec 18 closing price
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SWDSX vs VIVAX

Header iconSWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAXBanner chart's image
Schwab Dividend Equity
Price$16.08
Change-$0.42 (-2.55%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SWDSX vs VIVAX Comparison Chart
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SWDSX vs. VIVAX commentary
Dec 19, 2024

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 Hold.

FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SWDSX (529M). VIVAX pays higher dividends than SWDSX: VIVAX (2.25) vs SWDSX (1.92). SWDSX was incepted earlier than VIVAX: SWDSX (21 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 : 21.56 vs. VIVAX (16.42). VIVAX return over 5 years is better than : 44.64 vs. SWDSX (19.58).
SWDSXVIVAXSWDSX / VIVAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence21 years32 years-
Gain YTD20.53116.008128%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets529M195B0%
Annual Yield % from dividends1.922.2586%
Returns for 1 year21.5616.42131%
Returns for 3 years16.6720.4881%
Returns for 5 years19.5844.6444%
Returns for 10 years7.19104.827%
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