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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$17.47
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets570.41M
Vanguard Value Index Adm
Price$70.31
Change-$0.09 (-0.13%)
VolumeN/A
Net Assets195.81B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Aug 16, 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: 196B vs. SWDSX (570M). 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 : 12.81 vs. VVIAX (8.04). VVIAX return over 5 years is better than : 68.75 vs. SWDSX (46.32).
| 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 | 9.273 | 6.653 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 570M | 196B | 0% |
| Annual Yield % from dividends | 1.78 | 2.18 | 82% |
| Returns for 1 year | 12.81 | 8.04 | 159% |
| Returns for 3 years | 25.61 | 26.09 | 98% |
| Returns for 5 years | 46.32 | 68.75 | 67% |
| Returns for 10 years | 13.40 | 114.88 | 12% |
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