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SWDSX vs VIVAX
SWDSX vs VIVAX Comparison
Open Charts SWDSX vs VIVAX
Schwab Dividend Equity
Price$18.10
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets604.24M
Vanguard Value Index I
Price$75.27
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
SWDSX vs VIVAX Comparison Chart in %
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SWDSX vs. VIVAX commentary
Dec 26, 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: 216B vs. SWDSX (604M). VIVAX pays higher dividends than SWDSX: VIVAX (1.93) vs SWDSX (1.63). 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 annual gain was more profitable for investors over the last year : 12.66 vs. SWDSX (11.85). VIVAX return over 5 years is better than : 64.99 vs. SWDSX (40.22).
| 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 | 13.372 | 14.025 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 216B | 0% |
| Annual Yield % from dividends | 1.63 | 1.93 | 85% |
| Returns for 1 year | 11.85 | 12.66 | 94% |
| Returns for 3 years | 40.68 | 37.81 | 108% |
| Returns for 5 years | 40.22 | 64.99 | 62% |
| Returns for 10 years | 37.54 | 134.86 | 28% |
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