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SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Vanguard Value Index I
Price$72.23
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
SWDSX vs VIVIX Comparison Chart in %
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SWDSX vs. VIVIX commentary
Sep 18, 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: 203B vs. SWDSX (584M). VIVIX pays higher dividends than SWDSX: VIVIX (2.11) vs SWDSX (1.73). 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 : 10.75 vs. VIVIX (6.87). VIVIX return over 5 years is better than : 73.52 vs. SWDSX (52.30).
| 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 | 11.083 | 8.972 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 203B | 0% |
| Annual Yield % from dividends | 1.73 | 2.11 | 82% |
| Returns for 1 year | 10.75 | 6.87 | 156% |
| Returns for 3 years | 37.54 | 38.36 | 98% |
| Returns for 5 years | 52.30 | 73.52 | 71% |
| Returns for 10 years | 24.82 | 137.92 | 18% |