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SWLVX vs VIVAX
SWLVX vs VIVAX Comparison
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SWLVX vs VIVAX Comparison Chart in %
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SWLVX vs. VIVAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 245B vs. SWLVX (1.12B). VIVAX pays higher dividends than SWLVX: VIVAX (1.75) vs SWLVX (1.55). 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 : 27.01 vs. VIVAX (22.07). SWLVX return over 5 years is better than : 95.70 vs. VIVAX (59.55).
| 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 | 18.327 | 14.786 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 245B | 0% |
| Annual Yield % from dividends | 1.55 | 1.75 | 89% |
| Returns for 1 year | 27.01 | 22.07 | 122% |
| Returns for 3 years | 90.17 | 56.43 | 160% |
| Returns for 5 years | 95.70 | 59.55 | 161% |
| Returns for 10 years | N/A | 156.27 | - |
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