SWLVX
Price
$19.61
Change
+$0.09 (+0.46%)
Updated
Jul 31 closing price
Net Assets
1.14B
VIVIX
Price
$85.78
Change
-$0.24 (-0.28%)
Updated
Jul 31 closing price
Net Assets
254.46B
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SWLVX vs VIVIX

SWLVX vs VIVIX Comparison Chart in %
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SWLVX vs. VIVIX commentary
Aug 01, 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: 254B vs. SWLVX (1.14B). VIVIX pays higher dividends than SWLVX: VIVIX (1.88) vs SWLVX (1.55). 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 : 30.23 vs. VIVIX (24.63). SWLVX return over 5 years is better than : 97.28 vs. VIVIX (59.33).
SWLVXVIVIXSWLVX / VIVIX
Total Expense Ratio0.040.03117%
Annual Report Gross Expense Ratio0.040.03117%
Fund Existence9 years28 years-
Gain YTD20.04915.448130%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.14B254B0%
Annual Yield % from dividends1.551.8883%
Returns for 1 year30.2324.63123%
Returns for 3 years85.0250.68168%
Returns for 5 years97.2859.33164%
Returns for 10 yearsN/A155.66-
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