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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$17.32
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets559.72M
Vanguard Value Index Adm
Price$69.70
Change+$0.05 (+0.07%)
VolumeN/A
Net Assets188.77B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Jul 03, 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: 189B vs. SWDSX (560M). VVIAX pays higher dividends than SWDSX: VVIAX (2.18) vs SWDSX (1.78). 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 : 17.42 vs. VVIAX (10.71). VVIAX return over 5 years is better than : 77.18 vs. SWDSX (53.67).
| 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 | 7.339 | 4.456 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 560M | 189B | 0% |
| Annual Yield % from dividends | 1.78 | 2.18 | 81% |
| Returns for 1 year | 17.42 | 10.71 | 163% |
| Returns for 3 years | 32.22 | 32.95 | 98% |
| Returns for 5 years | 53.67 | 77.18 | 70% |
| Returns for 10 years | 11.65 | 111.23 | 10% |
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