Ad is loading...
SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Schwab Dividend Equity
Price$16.45
Change+$0.04 (+0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$67.76
Change-$0.06 (-0.09%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SWDSX vs VIVIX Comparison Chart
Loading...
SWDSX vs. VIVIX commentary
Sep 21, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 183B vs. SWDSX (548M). 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 : 22.96 vs. VIVIX (20.40). VIVIX return over 5 years is better than : 54.23 vs. SWDSX (14.89).
| 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 | 16.353 | 15.360 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 183B | 0% |
| Annual Yield % from dividends | 1.92 | 2.37 | 81% |
| Returns for 1 year | 22.96 | 20.40 | 113% |
| Returns for 3 years | 2.93 | 25.00 | 12% |
| Returns for 5 years | 14.89 | 54.23 | 27% |
| Returns for 10 years | -8.40 | 109.21 | -8% |
View a ticker or compare two or three
VS
VS
Ad is loading...