Interact to see
Advertisement
Advertisement
SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$17.79
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets583.71M
Vanguard Value Index Adm
Price$72.03
Change-$0.13 (-0.18%)
VolumeN/A
Net Assets207.95B
SWDSX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWDSX vs. VVIAX commentary
Nov 20, 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 Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SWDSX (584M). VVIAX pays higher dividends than SWDSX: VVIAX (2.09) vs SWDSX (1.68). 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 : 8.41 vs. VVIAX (5.07). VVIAX return over 5 years is better than : 62.97 vs. SWDSX (43.83).
| 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 | 11.681 | 9.352 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 584M | 208B | 0% |
| Annual Yield % from dividends | 1.68 | 2.09 | 81% |
| Returns for 1 year | 8.41 | 5.07 | 166% |
| Returns for 3 years | 30.97 | 30.25 | 102% |
| Returns for 5 years | 43.83 | 62.97 | 70% |
| Returns for 10 years | 18.80 | 123.10 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement