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SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Schwab Dividend Equity
Price$17.47
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets570.41M
Vanguard Value Index I
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SWDSX vs VIVIX Comparison Chart in %
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SWDSX vs. VIVIX commentary
Aug 16, 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: 196B vs. SWDSX (570M). VIVIX pays higher dividends than SWDSX: VIVIX (2.19) vs SWDSX (1.78). 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 : 12.81 vs. VIVIX (8.04). VIVIX return over 5 years is better than : 68.75 vs. SWDSX (46.32).
| 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 | 9.273 | 6.669 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 196B | 0% |
| Annual Yield % from dividends | 1.78 | 2.19 | 81% |
| Returns for 1 year | 12.81 | 8.04 | 159% |
| Returns for 3 years | 25.61 | 26.09 | 98% |
| Returns for 5 years | 46.32 | 68.75 | 67% |
| Returns for 10 years | 13.40 | 114.89 | 12% |
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