Interact to see
Advertisement
Advertisement
SWDSX vs VIVIX
SWDSX vs VIVIX Comparison
Open Charts SWDSX vs VIVIX
Schwab Dividend Equity
Price$18.01
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets594.32M
Vanguard Value Index I
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SWDSX vs VIVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWDSX vs. VIVIX commentary
Nov 14, 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 VIVIX is a Buy.
FUNDAMENTALS
Fundamentals
VIVIX has more cash in the bank: 208B vs. SWDSX (594M). VIVIX pays higher dividends than SWDSX: VIVIX (2.10) vs SWDSX (1.68). SWDSX was incepted earlier than VIVIX: SWDSX (22 years) vs VIVIX (27 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 annual gain was more profitable for investors over the last year : 9.89 vs. VIVIX (6.69). VIVIX return over 5 years is better than : 66.36 vs. SWDSX (46.35).
| 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 | 27 years | - |
| Gain YTD | 13.810 | 11.991 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 208B | 0% |
| Annual Yield % from dividends | 1.68 | 2.10 | 80% |
| Returns for 1 year | 9.89 | 6.69 | 148% |
| Returns for 3 years | 33.56 | 33.49 | 100% |
| Returns for 5 years | 46.35 | 66.36 | 70% |
| Returns for 10 years | 24.36 | 134.98 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers