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SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
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SWDSX vs VIVIX Comparison Chart in %
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SWDSX vs. VIVIX commentary
Jun 20, 2026
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: 245B vs. SWDSX (633M). VIVIX pays higher dividends than SWDSX: VIVIX (1.87) vs SWDSX (1.59). SWDSX was incepted earlier than VIVIX: SWDSX (23 years) vs VIVIX (28 years). SWDSX (0.89) is less costly to investors than VIVIX (0.03). SWDSX (8.00) and VIVIX (8.00) have comparable annual turnover. SWDSX has a lower initial minimum investment than VIVIX: SWDSX (0) vs VIVIX (5000000). VIVIX annual gain was more profitable for investors over the last year : 25.23 vs. SWDSX (15.08). VIVIX return over 5 years is better than : 61.53 vs. SWDSX (29.88).
| SWDSX | VIVIX | SWDSX / VIVIX | |
| Total Expense Ratio | 0.89 | 0.03 | 2,967% |
| Annual Report Gross Expense Ratio | 0.89 | 0.03 | 2,967% |
| Fund Existence | 23 years | 28 years | - |
| Gain YTD | 6.709 | 13.367 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 633M | 245B | 0% |
| Annual Yield % from dividends | 1.59 | 1.87 | 85% |
| Returns for 1 year | 15.08 | 25.23 | 60% |
| Returns for 3 years | 42.42 | 52.23 | 81% |
| Returns for 5 years | 29.88 | 61.53 | 49% |
| Returns for 10 years | 47.69 | 158.48 | 30% |
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