SWLVX
Price
$18.81
Change
+$0.18 (+0.97%)
Updated
Jun 12 closing price
Net Assets
1.09B
VIVIX
Price
$84.70
Change
+$0.78 (+0.93%)
Updated
Jun 12 closing price
Net Assets
245.01B
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SWLVX vs VIVIX

Header iconSWLVX vs VIVIX Comparison
Open Charts SWLVX vs VIVIXBanner chart's image
SWLVX vs VIVIX Comparison Chart in %
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SWLVX vs. VIVIX 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 VIVIX is a Buy.

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FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 245B vs. SWLVX (1.09B). VIVIX pays higher dividends than SWLVX: VIVIX (1.87) vs SWLVX (1.59). SWLVX was incepted earlier than VIVIX: SWLVX (8 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 : 28.44 vs. VIVIX (24.34). SWLVX return over 5 years is better than : 88.94 vs. VIVIX (55.25).
SWLVXVIVIXSWLVX / VIVIX
Total Expense Ratio0.040.03117%
Annual Report Gross Expense Ratio0.040.03117%
Fund Existence8 years28 years-
Gain YTD15.68313.676115%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.09B245B0%
Annual Yield % from dividends1.591.8785%
Returns for 1 year28.4424.34117%
Returns for 3 years86.9154.14161%
Returns for 5 years88.9455.25161%
Returns for 10 yearsN/A161.18-
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