Interact to see
Advertisement
Advertisement
SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$17.98
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets585.17M
Vanguard Value Index I
Price$72.78
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
SWDSX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWDSX vs. VIVAX commentary
Sep 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 Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 203B vs. SWDSX (585M). VIVAX pays higher dividends than SWDSX: VIVAX (1.99) vs SWDSX (1.73). 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 : 10.92 vs. VIVAX (7.64). VIVAX return over 5 years is better than : 81.78 vs. SWDSX (57.88).
| 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 | 12.206 | 10.222 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 203B | 0% |
| Annual Yield % from dividends | 1.73 | 1.99 | 87% |
| Returns for 1 year | 10.92 | 7.64 | 143% |
| Returns for 3 years | 47.95 | 50.22 | 95% |
| Returns for 5 years | 57.88 | 81.78 | 71% |
| Returns for 10 years | 30.66 | 147.68 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement