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FSWCX vs VVIAX
FSWCX vs VVIAX Comparison
Open Charts FSWCX vs VVIAX
Fidelity SAI US Value Index
Price$12.28
Change-$0.10 (-0.81%)
VolumeN/A
Net Assets5.33B
Vanguard Value Index Adm
Price$67.63
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
FSWCX vs VVIAX Comparison Chart
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FSWCX vs. VVIAX commentary
Jun 15, 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 (5.33B). VVIAX pays higher dividends than FSWCX: VVIAX (2.28) vs FSWCX (1.98). FSWCX was incepted earlier than VVIAX: FSWCX (7 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). FSWCX annual gain was more profitable for investors over the last year : 8.66 vs. VVIAX (8.01). VVIAX return over 5 years is better than : 72.56 vs. FSWCX (64.34).
| FSWCX | VVIAX | FSWCX / VVIAX | |
| Total Expense Ratio | 0.11 | 0.05 | 220% |
| Annual Report Gross Expense Ratio | 0.11 | 0.05 | 220% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 4.649 | 2.436 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 189B | 3% |
| Annual Yield % from dividends | 1.98 | 2.28 | 87% |
| Returns for 1 year | 8.66 | 8.01 | 108% |
| Returns for 3 years | 18.96 | 32.19 | 59% |
| Returns for 5 years | 64.34 | 72.56 | 89% |
| Returns for 10 years | N/A | 103.54 | - |
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