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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$18.85
Change+$0.98 (+5.48%)
VolumeN/A
Net Assets623.17M
Vanguard Value Index I
Price$79.00
Change+$6.39 (+8.80%)
VolumeN/A
Net Assets217.68B
SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 218B vs. SWDSX (623M). VIVAX pays higher dividends than SWDSX: VIVAX (1.84) vs SWDSX (1.60). 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). VIVAX (15.07) and SWDSX (14.85) have marching annual gain over last year. VIVAX return over 5 years is better than : 66.25 vs. SWDSX (40.25).
| 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 | 5.131 | 5.998 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 218B | 0% |
| Annual Yield % from dividends | 1.60 | 1.84 | 87% |
| Returns for 1 year | 14.85 | 15.07 | 99% |
| Returns for 3 years | 44.01 | 41.03 | 107% |
| Returns for 5 years | 40.25 | 66.25 | 61% |
| Returns for 10 years | 63.02 | 167.20 | 38% |
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