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FSWCX vs VVIAX
FSWCX vs VVIAX Comparison
Open Charts FSWCX vs VVIAX
Fidelity SAI US Value Index
Price$12.92
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets5.62B
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
FSWCX vs VVIAX Comparison Chart in %
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FSWCX vs. VVIAX 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 VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 189B vs. FSWCX (5.62B). VVIAX pays higher dividends than FSWCX: VVIAX (2.18) vs FSWCX (1.88). FSWCX was incepted earlier than VVIAX: FSWCX (8 years) vs VVIAX (25 years). FSWCX (0.11) is less costly to investors than VVIAX (0.05). FSWCX is a more actively managed with annual turnover of: 63.00 vs. VVIAX (9.00). FSWCX has a lower initial minimum investment than VVIAX: FSWCX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 12.03 vs. FSWCX (11.06). VVIAX return over 5 years is better than : 80.13 vs. FSWCX (73.66).
| FSWCX | VVIAX | FSWCX / VVIAX | |
| Total Expense Ratio | 0.11 | 0.05 | 220% |
| Annual Report Gross Expense Ratio | 0.11 | 0.05 | 220% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 8.707 | 6.198 | 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 | 2.18 | 86% |
| Returns for 1 year | 11.06 | 12.03 | 92% |
| Returns for 3 years | 24.64 | 35.17 | 70% |
| Returns for 5 years | 73.66 | 80.13 | 92% |
| Returns for 10 years | N/A | 115.67 | - |
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