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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$16.82
Change+$0.14 (+0.84%)
VolumeN/A
Net Assets536.69M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
SWDSX vs VVIAX Comparison Chart
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SWDSX vs. VVIAX commentary
Jan 31, 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 VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. SWDSX (537M). VVIAX pays higher dividends than SWDSX: VVIAX (2.36) vs SWDSX (1.92). SWDSX was incepted earlier than VVIAX: SWDSX (21 years) vs VVIAX (24 years). VVIAX is a more actively managed with annual turnover of: 10.00 vs. SWDSX (8.00). 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 : 18.46 vs. VVIAX (16.69). VVIAX return over 5 years is better than : 50.85 vs. SWDSX (21.21).
| SWDSX | VVIAX | SWDSX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 3.154 | 3.907 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 537M | 184B | 0% |
| Annual Yield % from dividends | 1.92 | 2.36 | 82% |
| Returns for 1 year | 18.46 | 16.69 | 111% |
| Returns for 3 years | 15.27 | 21.04 | 73% |
| Returns for 5 years | 21.21 | 50.85 | 42% |
| Returns for 10 years | 9.23 | 114.24 | 8% |