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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$15.85
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets502.12M
Vanguard Value Index Adm
Price$63.11
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets190.51B
SWDSX vs VVIAX Comparison Chart
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SWDSX vs. VVIAX commentary
Apr 18, 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 Buy and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 191B vs. SWDSX (502M). VVIAX pays higher dividends than SWDSX: VVIAX (2.26) vs SWDSX (1.82). SWDSX was incepted earlier than VVIAX: SWDSX (22 years) vs VVIAX (24 years). SWDSX (0.88) is less costly to investors than VVIAX (0.05). SWDSX is a more actively managed with annual turnover of: 12.00 vs. VVIAX (10.00). SWDSX has a lower initial minimum investment than VVIAX: SWDSX (0) vs VVIAX (3000). SWDSX annual gain was more profitable for investors over the last year : 13.49 vs. VVIAX (4.49). VVIAX return over 5 years is better than : 64.55 vs. SWDSX (45.97).
| SWDSX | VVIAX | SWDSX / VVIAX | |
| Total Expense Ratio | 0.88 | 0.05 | 1,760% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -0.846 | -4.652 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 502M | 191B | 0% |
| Annual Yield % from dividends | 1.82 | 2.26 | 80% |
| Returns for 1 year | 13.49 | 4.49 | 300% |
| Returns for 3 years | 12.07 | 9.27 | 130% |
| Returns for 5 years | 45.97 | 64.55 | 71% |
| Returns for 10 years | 2.28 | 90.25 | 3% |