Interact to see
Advertisement
Advertisement
SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$16.96
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets539.11M
Vanguard Value Index Adm
Price$67.50
Change+$0.65 (+0.97%)
VolumeN/A
Net Assets188.77B
SWDSX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWDSX vs. VVIAX commentary
Jun 07, 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: 189B vs. SWDSX (539M). VVIAX pays higher dividends than SWDSX: VVIAX (2.28) vs SWDSX (1.79). 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 : 15.23 vs. VVIAX (6.82). VVIAX return over 5 years is better than : 58.69 vs. SWDSX (38.42).
| 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 | 4.745 | 1.255 | 378% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 539M | 189B | 0% |
| Annual Yield % from dividends | 1.79 | 2.28 | 79% |
| Returns for 1 year | 15.23 | 6.82 | 223% |
| Returns for 3 years | 20.82 | 18.51 | 112% |
| Returns for 5 years | 38.42 | 58.69 | 65% |
| Returns for 10 years | 8.30 | 102.89 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement