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FSWCX vs VIVAX
FSWCX vs VIVAX Comparison
Open Charts FSWCX vs VIVAX
Fidelity SAI US Value Index
Price$12.92
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets5.62B
Vanguard Value Index I
Price$70.13
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FSWCX vs VIVAX Comparison Chart in %
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FSWCX vs. VIVAX commentary
Jul 05, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 189B vs. FSWCX (5.62B). VIVAX pays higher dividends than FSWCX: VIVAX (2.06) vs FSWCX (1.88). 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: 63.00 vs. VIVAX (9.00). FSWCX has a lower initial minimum investment than VIVAX: FSWCX (0) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 12.04 vs. FSWCX (11.06). VIVAX return over 5 years is better than : 80.14 vs. FSWCX (73.66).
| 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 | 8.707 | 6.209 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.62B | 189B | 3% |
| Annual Yield % from dividends | 1.88 | 2.06 | 91% |
| Returns for 1 year | 11.06 | 12.04 | 92% |
| Returns for 3 years | 24.64 | 35.16 | 70% |
| Returns for 5 years | 73.66 | 80.14 | 92% |
| Returns for 10 years | N/A | 115.74 | - |
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