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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Vanguard Value Index Adm
Price$69.48
Change+$0.96 (+1.40%)
VolumeN/A
Net Assets192.55B
SWDSX vs VVIAX Comparison Chart
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SWDSX vs. VVIAX commentary
Mar 04, 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: 193B vs. SWDSX (541M). VVIAX pays higher dividends than SWDSX: VVIAX (2.36) vs SWDSX (1.92). SWDSX was incepted earlier than VVIAX: SWDSX (22 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 : 18.32 vs. VVIAX (14.33). VVIAX return over 5 years is better than : 69.38 vs. SWDSX (37.62).
| SWDSX | VVIAX | SWDSX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 5.257 | 5.209 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 541M | 193B | 0% |
| Annual Yield % from dividends | 1.92 | 2.36 | 82% |
| Returns for 1 year | 18.32 | 14.33 | 128% |
| Returns for 3 years | 21.91 | 25.93 | 84% |
| Returns for 5 years | 37.62 | 69.38 | 54% |
| Returns for 10 years | 7.53 | 109.23 | 7% |
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