SWLVX
Price
$20.04
Change
+$0.09 (+0.45%)
Updated
Aug 21 closing price
Net Assets
1.14B
VIVIX
Price
$88.30
Change
+$0.49 (+0.56%)
Updated
Aug 21 closing price
Net Assets
256.41B
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SWLVX vs VIVIX

SWLVX vs VIVIX Comparison Chart in %
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SWLVX vs. VIVIX 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 VIVIX is a Hold.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 256B vs. SWLVX (1.14B). VIVIX pays higher dividends than SWLVX: VIVIX (1.86) vs SWLVX (1.50). SWLVX was incepted earlier than VIVIX: SWLVX (9 years) vs VIVIX (28 years). SWLVX (0.04) is less costly to investors than VIVIX (0.03). SWLVX is a more actively managed with annual turnover of: 16.00 vs. VIVIX (8.00). SWLVX has a lower initial minimum investment than VIVIX: SWLVX (0) vs VIVIX (5000000). SWLVX annual gain was more profitable for investors over the last year : 30.59 vs. VIVIX (24.01). SWLVX return over 5 years is better than : 100.12 vs. VIVIX (60.75).
SWLVXVIVIXSWLVX / VIVIX
Total Expense Ratio0.040.03117%
Annual Report Gross Expense Ratio0.040.03117%
Fund Existence9 years28 years-
Gain YTD22.69417.850127%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B256B0%
Annual Yield % from dividends1.501.8680%
Returns for 1 year30.5924.01127%
Returns for 3 years96.3958.73164%
Returns for 5 years100.1260.75165%
Returns for 10 yearsN/A156.65-
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