Interact to see
Advertisement
Advertisement
SWLVX vs VIVAX
SWLVX vs VIVAX Comparison
Open Charts SWLVX vs VIVAX
SWLVX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWLVX vs. VIVAX commentary
Aug 22, 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 SWLVX is a Buy and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 256B vs. SWLVX (1.14B). VIVAX pays higher dividends than SWLVX: VIVAX (1.74) vs SWLVX (1.50). SWLVX was incepted earlier than VIVAX: SWLVX (9 years) vs VIVAX (34 years). VIVAX (0.17) is less costly to investors than SWLVX (0.04). SWLVX is a more actively managed with annual turnover of: 16.00 vs. VIVAX (8.00). SWLVX (0) and VIVAX (0) have matching initial minimum investment requirements. SWLVX annual gain was more profitable for investors over the last year : 30.59 vs. VIVAX (23.99). SWLVX return over 5 years is better than : 100.12 vs. VIVAX (60.76).
| SWLVX | VIVAX | SWLVX / VIVAX | |
| Total Expense Ratio | 0.04 | 0.17 | 21% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 21% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 22.694 | 17.845 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.14B | 256B | 0% |
| Annual Yield % from dividends | 1.50 | 1.74 | 86% |
| Returns for 1 year | 30.59 | 23.99 | 128% |
| Returns for 3 years | 96.39 | 58.71 | 164% |
| Returns for 5 years | 100.12 | 60.76 | 165% |
| Returns for 10 years | N/A | 156.66 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CIICX | 50.46 | 0.12 | +0.24% |
| American Funds Intl Gr and Inc 529-C | |||
| ATWYX | 29.08 | -0.18 | -0.62% |
| AB Tax-Managed Wealth Apprec Strat Adv | |||
| RSECX | 18.10 | -0.14 | -0.77% |
| Russell Inv US Strategic Equity C | |||
| PICMX | 39.92 | -0.36 | -0.89% |
| Virtus KAR Mid-Cap Growth I | |||
| ALSRX | 21.78 | -0.29 | -1.31% |
| Alger Small Cap Growth Institutional I | |||