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SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Schwab Dividend Equity
Price$16.96
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets539.11M
Vanguard Value Index I
Price$67.50
Change+$0.66 (+0.99%)
VolumeN/A
Net Assets188.77B
SWDSX vs VIVIX Comparison Chart
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SWDSX vs. VIVIX commentary
Jun 07, 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 Buy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 189B vs. SWDSX (539M). VIVIX pays higher dividends than SWDSX: VIVIX (2.29) vs SWDSX (1.79). SWDSX was incepted earlier than VIVIX: SWDSX (22 years) vs VIVIX (27 years). SWDSX (0.89) is less costly to investors than VIVIX (0.04). SWDSX is a more actively managed with annual turnover of: 12.00 vs. VIVIX (9.00). 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 : 15.23 vs. VIVIX (6.80). VIVIX return over 5 years is better than : 58.67 vs. SWDSX (38.42).
| SWDSX | VIVIX | SWDSX / VIVIX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 4.745 | 1.255 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 539M | 189B | 0% |
| Annual Yield % from dividends | 1.79 | 2.29 | 78% |
| Returns for 1 year | 15.23 | 6.80 | 224% |
| Returns for 3 years | 20.82 | 18.51 | 112% |
| Returns for 5 years | 38.42 | 58.67 | 65% |
| Returns for 10 years | 8.30 | 102.87 | 8% |
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