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SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Schwab Dividend Equity
Price$16.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index I
Price$69.33
Change-$0.54 (-0.77%)
VolumeN/A
CapitalizationN/A
SWDSX vs VIVIX Comparison Chart
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SWDSX vs. VIVIX commentary
Nov 13, 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 StrongBuy and VIVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 184B vs. SWDSX (565M). 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 (31.25) and VIVIX (30.20) have marching annual gain over last year. VIVIX return over 5 years is better than : 54.44 vs. SWDSX (17.27).
| 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 | 21.084 | 19.930 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 565M | 184B | 0% |
| Annual Yield % from dividends | 1.92 | 2.37 | 81% |
| Returns for 1 year | 31.25 | 30.20 | 103% |
| Returns for 3 years | 2.77 | 23.47 | 12% |
| Returns for 5 years | 17.27 | 54.44 | 32% |
| Returns for 10 years | -4.62 | 115.52 | -4% |
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