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FSWCX vs VIVIX
FSWCX vs VIVIX Comparison
Open Charts FSWCX vs VIVIX
Fidelity SAI US Value Index
Price$12.93
Change+$0.04 (+0.31%)
VolumeN/A
Net Assets5.62B
Vanguard Value Index I
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
FSWCX vs VIVIX Comparison Chart in %
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FSWCX vs. VIVIX commentary
Jul 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 StrongBuy and VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 195B vs. FSWCX (5.62B). VIVIX pays higher dividends than FSWCX: VIVIX (2.19) vs FSWCX (1.88). FSWCX was incepted earlier than VIVIX: FSWCX (8 years) vs VIVIX (27 years). FSWCX (0.11) is less costly to investors than VIVIX (0.04). FSWCX is a more actively managed with annual turnover of: 63.00 vs. VIVIX (9.00). FSWCX has a lower initial minimum investment than VIVIX: FSWCX (0) vs VIVIX (5000000). VIVIX (9.75) and FSWCX (9.71) have marching annual gain over last year. VIVIX return over 5 years is better than : 74.87 vs. FSWCX (70.10).
| FSWCX | VIVIX | FSWCX / VIVIX | |
| Total Expense Ratio | 0.11 | 0.04 | 275% |
| Annual Report Gross Expense Ratio | 0.11 | 0.04 | 275% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 9.298 | 6.730 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.62B | 195B | 3% |
| Annual Yield % from dividends | 1.88 | 2.19 | 86% |
| Returns for 1 year | 9.71 | 9.75 | 100% |
| Returns for 3 years | 22.76 | 34.32 | 66% |
| Returns for 5 years | 70.10 | 74.87 | 94% |
| Returns for 10 years | N/A | 116.26 | - |
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