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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Vanguard Value Index Adm
Price$72.23
Change+$0.31 (+0.43%)
VolumeN/A
Net Assets202.84B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Sep 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: 203B vs. SWDSX (584M). VVIAX pays higher dividends than SWDSX: VVIAX (2.10) vs SWDSX (1.73). SWDSX was incepted earlier than VVIAX: SWDSX (22 years) vs VVIAX (25 years). SWDSX (0.89) is less costly to investors than VVIAX (0.05). SWDSX is a more actively managed with annual turnover of: 12.00 vs. VVIAX (9.00). 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 : 10.75 vs. VVIAX (6.87). VVIAX return over 5 years is better than : 73.52 vs. SWDSX (52.30).
| SWDSX | VVIAX | SWDSX / VVIAX | |
| Total Expense Ratio | 0.89 | 0.05 | 1,780% |
| Annual Report Gross Expense Ratio | 0.89 | 0.05 | 1,780% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 11.083 | 8.956 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 203B | 0% |
| Annual Yield % from dividends | 1.73 | 2.10 | 82% |
| Returns for 1 year | 10.75 | 6.87 | 157% |
| Returns for 3 years | 37.54 | 38.36 | 98% |
| Returns for 5 years | 52.30 | 73.52 | 71% |
| Returns for 10 years | 24.82 | 137.92 | 18% |
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