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FSWCX vs VIVAX
FSWCX vs VIVAX Comparison
Open Charts FSWCX vs VIVAX
Fidelity SAI US Value Index
Price$13.58
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets6.53B
Vanguard Value Index I
Price$75.23
Change-$0.04 (-0.05%)
VolumeN/A
Net Assets215.53B
FSWCX vs VIVAX Comparison Chart in %
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FSWCX vs. VIVAX commentary
Dec 27, 2025
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 FSWCX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 216B vs. FSWCX (6.53B). FSWCX pays higher dividends than VIVAX: FSWCX (2.12) vs VIVAX (1.93). FSWCX was incepted earlier than VIVAX: FSWCX (8 years) vs VIVAX (33 years). VIVAX (0.17) is less costly to investors than FSWCX (0.11). FSWCX is a more actively managed with annual turnover of: 61.00 vs. VIVAX (9.00). FSWCX has a lower initial minimum investment than VIVAX: FSWCX (0) vs VIVAX (3000). FSWCX annual gain was more profitable for investors over the last year : 14.64 vs. VIVAX (12.38). VIVAX return over 5 years is better than : 64.90 vs. FSWCX (57.90).
| FSWCX | VIVAX | FSWCX / VIVAX | |
| Total Expense Ratio | 0.11 | 0.17 | 65% |
| Annual Report Gross Expense Ratio | 0.11 | 0.17 | 65% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 16.192 | 13.965 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.53B | 216B | 3% |
| Annual Yield % from dividends | 2.12 | 1.93 | 110% |
| Returns for 1 year | 14.64 | 12.38 | 118% |
| Returns for 3 years | 40.46 | 37.39 | 108% |
| Returns for 5 years | 57.90 | 64.90 | 89% |
| Returns for 10 years | N/A | 133.35 | - |
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