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SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Schwab Dividend Equity
Price$16.08
Change-$0.42 (-2.55%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$65.90
Change-$1.70 (-2.51%)
VolumeN/A
CapitalizationN/A
SWDSX vs VIVIX Comparison Chart
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SWDSX vs. VIVIX 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. SWDSX (529M). VIVIX pays higher dividends than SWDSX: VIVIX (2.37) vs SWDSX (1.92). SWDSX was incepted earlier than VIVIX: SWDSX (21 years) vs VIVIX (26 years). VIVIX is a more actively managed with annual turnover of: 10.00 vs. SWDSX (8.00). SWDSX has a lower initial minimum investment than VIVIX: SWDSX (0) vs VIVIX (5000000). SWDSX annual gain was more profitable for investors over the last year : 21.56 vs. VIVIX (16.43). VIVIX return over 5 years is better than : 44.60 vs. SWDSX (19.58).
| SWDSX | VIVIX | SWDSX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 26 years | - |
| Gain YTD | 20.531 | 16.034 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 195B | 0% |
| Annual Yield % from dividends | 1.92 | 2.37 | 81% |
| Returns for 1 year | 21.56 | 16.43 | 131% |
| Returns for 3 years | 16.67 | 20.48 | 81% |
| Returns for 5 years | 19.58 | 44.60 | 44% |
| Returns for 10 years | 7.19 | 104.87 | 7% |
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