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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
Jun 14, 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 (1.09B). VIVAX pays higher dividends than SWLVX: VIVAX (1.76) vs SWLVX (1.59). SWLVX was incepted earlier than VIVAX: SWLVX (8 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 : 28.44 vs. VIVAX (24.33). SWLVX return over 5 years is better than : 88.94 vs. VIVAX (55.22).
| SWLVX | VIVAX | SWLVX / VIVAX | |
| Total Expense Ratio | 0.04 | 0.17 | 21% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 21% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 15.683 | 13.659 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 245B | 0% |
| Annual Yield % from dividends | 1.59 | 1.76 | 90% |
| Returns for 1 year | 28.44 | 24.33 | 117% |
| Returns for 3 years | 86.91 | 54.11 | 161% |
| Returns for 5 years | 88.94 | 55.22 | 161% |
| Returns for 10 years | N/A | 161.08 | - |
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