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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$17.79
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets583.71M
Vanguard Value Index I
Price$72.04
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Nov 20, 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 Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SWDSX (584M). VIVAX pays higher dividends than SWDSX: VIVAX (1.98) vs SWDSX (1.68). 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 : 8.41 vs. VIVAX (5.05). VIVAX return over 5 years is better than : 62.93 vs. SWDSX (43.83).
| 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 | 11.681 | 9.329 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 208B | 0% |
| Annual Yield % from dividends | 1.68 | 1.98 | 85% |
| Returns for 1 year | 8.41 | 5.05 | 167% |
| Returns for 3 years | 30.97 | 30.23 | 102% |
| Returns for 5 years | 43.83 | 62.93 | 70% |
| Returns for 10 years | 18.80 | 123.10 | 15% |
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