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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
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SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Jun 20, 2026
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: 245B vs. SWDSX (633M). VIVAX pays higher dividends than SWDSX: VIVAX (1.76) vs SWDSX (1.59). SWDSX was incepted earlier than VIVAX: SWDSX (23 years) vs VIVAX (34 years). SWDSX (0.89) is less costly to investors than VIVAX (0.17). SWDSX (8.00) and VIVAX (8.00) have comparable annual turnover. SWDSX (0) and VIVAX (0) have matching initial minimum investment requirements. VIVAX annual gain was more profitable for investors over the last year : 25.22 vs. SWDSX (15.08). VIVAX return over 5 years is better than : 61.49 vs. SWDSX (29.88).
| SWDSX | VIVAX | SWDSX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 23 years | 34 years | - |
| Gain YTD | 6.709 | 13.350 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 245B | 0% |
| Annual Yield % from dividends | 1.59 | 1.76 | 90% |
| Returns for 1 year | 15.08 | 25.22 | 60% |
| Returns for 3 years | 42.42 | 52.22 | 81% |
| Returns for 5 years | 29.88 | 61.49 | 49% |
| Returns for 10 years | 47.69 | 158.38 | 30% |
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