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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$17.39
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets564.17M
Vanguard Value Index I
Price$70.47
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Jul 28, 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 SWDSX is a Buy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. SWDSX (564M). VIVAX pays higher dividends than SWDSX: VIVAX (2.06) vs SWDSX (1.78). SWDSX was incepted earlier than VIVAX: SWDSX (22 years) vs VIVAX (33 years). SWDSX (0.89) is less costly to investors than VIVAX (0.17). SWDSX is a more actively managed with annual turnover of: 12.00 vs. VIVAX (9.00). SWDSX has a lower initial minimum investment than VIVAX: SWDSX (0) vs VIVAX (3000). SWDSX annual gain was more profitable for investors over the last year : 14.94 vs. VIVAX (9.76). VIVAX return over 5 years is better than : 74.87 vs. SWDSX (50.84).
| SWDSX | VIVAX | SWDSX / VIVAX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 8.524 | 6.724 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 564M | 195B | 0% |
| Annual Yield % from dividends | 1.78 | 2.06 | 86% |
| Returns for 1 year | 14.94 | 9.76 | 153% |
| Returns for 3 years | 33.20 | 34.31 | 97% |
| Returns for 5 years | 50.84 | 74.87 | 68% |
| Returns for 10 years | 13.28 | 116.32 | 11% |
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