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SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Schwab Dividend Equity
Price$17.02
Change+$0.23 (+1.37%)
VolumeN/A
Net Assets534.17M
Vanguard Value Index I
Price$69.47
Change+$0.95 (+1.39%)
VolumeN/A
Net Assets192.55B
SWDSX vs VIVIX Comparison Chart
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SWDSX vs. VIVIX commentary
Mar 01, 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 StrongBuy and VIVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 193B vs. SWDSX (534M). VIVIX pays higher dividends than SWDSX: VIVIX (2.37) vs SWDSX (1.92). SWDSX was incepted earlier than VIVIX: SWDSX (22 years) vs VIVIX (27 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 : 16.72 vs. VIVIX (12.75). VIVIX return over 5 years is better than : 67.04 vs. SWDSX (35.76).
| SWDSX | VIVIX | SWDSX / VIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 3.834 | 3.771 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 534M | 193B | 0% |
| Annual Yield % from dividends | 1.92 | 2.37 | 81% |
| Returns for 1 year | 16.72 | 12.75 | 131% |
| Returns for 3 years | 20.26 | 24.19 | 84% |
| Returns for 5 years | 35.76 | 67.04 | 53% |
| Returns for 10 years | 6.08 | 106.35 | 6% |
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