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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$16.45
Change+$0.04 (+0.24%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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SWDSX vs VVIAX Comparison Chart
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SWDSX vs. VVIAX commentary
Sep 21, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. SWDSX (548M). 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 : 22.96 vs. VVIAX (20.40). VVIAX return over 5 years is better than : 54.20 vs. SWDSX (14.89).
| 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 | 16.353 | 15.359 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 548M | 183B | 0% |
| Annual Yield % from dividends | 1.92 | 2.36 | 82% |
| Returns for 1 year | 22.96 | 20.40 | 113% |
| Returns for 3 years | 2.93 | 25.00 | 12% |
| Returns for 5 years | 14.89 | 54.20 | 27% |
| Returns for 10 years | -8.40 | 109.21 | -8% |
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