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FSWCX vs VIVAX
FSWCX vs VIVAX Comparison
Open Charts FSWCX vs VIVAX
Fidelity SAI US Value Index
Price$13.03
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets5.75B
Vanguard Value Index I
Price$70.33
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
FSWCX vs VIVAX Comparison Chart in %
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FSWCX vs. VIVAX commentary
Aug 17, 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 Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. FSWCX (5.75B). VIVAX pays higher dividends than FSWCX: VIVAX (2.06) vs FSWCX (1.89). 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). FSWCX annual gain was more profitable for investors over the last year : 10.65 vs. VIVAX (7.90). VIVAX (68.56) and FSWCX (65.66) have equivalent 5 years return.
| 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 | 10.144 | 6.512 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.75B | 196B | 3% |
| Annual Yield % from dividends | 1.89 | 2.06 | 92% |
| Returns for 1 year | 10.65 | 7.90 | 135% |
| Returns for 3 years | 15.73 | 25.93 | 61% |
| Returns for 5 years | 65.66 | 68.56 | 96% |
| Returns for 10 years | N/A | 114.64 | - |
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