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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$16.91
Change-$0.15 (-0.88%)
VolumeN/A
Net Assets542.87M
Vanguard Value Index I
Price$67.64
Change-$0.55 (-0.81%)
VolumeN/A
Net Assets188.77B
SWDSX vs VIVAX Comparison Chart
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SWDSX vs. VIVAX commentary
Jun 16, 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: 189B vs. SWDSX (543M). VIVAX pays higher dividends than SWDSX: VIVAX (2.16) vs SWDSX (1.79). 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 : 15.65 vs. VIVAX (8.01). VIVAX return over 5 years is better than : 72.56 vs. SWDSX (49.28).
| 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 | 5.056 | 2.419 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 543M | 189B | 0% |
| Annual Yield % from dividends | 1.79 | 2.16 | 83% |
| Returns for 1 year | 15.65 | 8.01 | 195% |
| Returns for 3 years | 32.21 | 32.20 | 100% |
| Returns for 5 years | 49.28 | 72.56 | 68% |
| Returns for 10 years | 7.43 | 103.54 | 7% |
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