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SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Schwab Dividend Equity
Price$18.43
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets611.22M
Vanguard Value Index I
Price$77.10
Change+$0.40 (+0.52%)
VolumeN/A
Net Assets217.68B
SWDSX vs VIVIX Comparison Chart in %
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SWDSX vs. VIVIX commentary
Jan 15, 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 VIVIX is a Hold.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 218B vs. SWDSX (611M). VIVIX pays higher dividends than SWDSX: VIVIX (2.04) vs SWDSX (1.67). SWDSX was incepted earlier than VIVIX: SWDSX (22 years) vs VIVIX (28 years). SWDSX (0.89) is less costly to investors than VIVIX (0.04). SWDSX is a more actively managed with annual turnover of: 12.00 vs. VIVIX (9.00). SWDSX has a lower initial minimum investment than VIVIX: SWDSX (0) vs VIVIX (5000000). SWDSX (16.41) and VIVIX (15.99) have marching annual gain over last year. VIVIX return over 5 years is better than : 62.11 vs. SWDSX (35.04).
| SWDSX | VIVIX | SWDSX / VIVIX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.89 | 0.04 | 2,225% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | 2.342 | 3.476 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 218B | 0% |
| Annual Yield % from dividends | 1.67 | 2.04 | 82% |
| Returns for 1 year | 16.41 | 15.99 | 103% |
| Returns for 3 years | 40.09 | 37.10 | 108% |
| Returns for 5 years | 35.04 | 62.11 | 56% |
| Returns for 10 years | 56.01 | 163.58 | 34% |
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