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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$17.87
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets586.53M
SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Oct 19, 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 StrongBuy and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 208B vs. SWDSX (587M). VIVAX pays higher dividends than SWDSX: VIVAX (1.97) vs SWDSX (1.67). 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 : 7.56 vs. VIVAX (4.63). VIVAX return over 5 years is better than : 71.78 vs. SWDSX (49.18).
| 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 | 11.931 | 9.738 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 587M | 208B | 0% |
| Annual Yield % from dividends | 1.67 | 1.97 | 85% |
| Returns for 1 year | 7.56 | 4.63 | 163% |
| Returns for 3 years | 42.79 | 42.99 | 100% |
| Returns for 5 years | 49.18 | 71.78 | 69% |
| Returns for 10 years | 21.63 | 129.45 | 17% |
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