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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$16.08
Change-$0.42 (-2.55%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$65.90
Change-$1.71 (-2.53%)
VolumeN/A
CapitalizationN/A
SWDSX vs VVIAX Comparison Chart
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SWDSX vs. VVIAX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SWDSX (529M). 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 : 21.56 vs. VVIAX (16.45). VVIAX return over 5 years is better than : 44.62 vs. SWDSX (19.58).
| 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 | 20.531 | 16.051 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 529M | 195B | 0% |
| Annual Yield % from dividends | 1.92 | 2.36 | 82% |
| Returns for 1 year | 21.56 | 16.45 | 131% |
| Returns for 3 years | 16.67 | 20.49 | 81% |
| Returns for 5 years | 19.58 | 44.62 | 44% |
| Returns for 10 years | 7.19 | 104.84 | 7% |
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