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SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Schwab Dividend Equity
Price$17.79
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets583.71M
Vanguard Value Index I
Price$72.03
Change-$0.12 (-0.17%)
VolumeN/A
Net Assets207.95B
SWDSX vs VIVIX Comparison Chart in %
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SWDSX vs. VIVIX commentary
Nov 20, 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 Hold and VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SWDSX (584M). VIVIX pays higher dividends than SWDSX: VIVIX (2.10) vs SWDSX (1.68). 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 : 8.41 vs. VIVIX (5.06). VIVIX return over 5 years is better than : 62.95 vs. SWDSX (43.83).
| 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 | 11.681 | 9.354 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 208B | 0% |
| Annual Yield % from dividends | 1.68 | 2.10 | 80% |
| Returns for 1 year | 8.41 | 5.06 | 166% |
| Returns for 3 years | 30.97 | 30.25 | 102% |
| Returns for 5 years | 43.83 | 62.95 | 70% |
| Returns for 10 years | 18.80 | 123.08 | 15% |
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