SWDSX
Price
$17.39
Change
+$0.05 (+0.29%)
Updated
Jul 25 closing price
Net Assets
564.17M
VVIAX
Price
$70.44
Change
+$0.29 (+0.41%)
Updated
Jul 25 closing price
Net Assets
195.18B
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SWDSX vs VVIAX

Header iconSWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAXBanner chart's image
Schwab Dividend Equity
Price$17.39
Change+$0.05 (+0.29%)
VolumeN/A
Net Assets564.17M
Vanguard Value Index Adm
Price$70.44
Change+$0.29 (+0.41%)
VolumeN/A
Net Assets195.18B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. SWDSX (564M). 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 : 14.94 vs. VVIAX (9.75). VVIAX return over 5 years is better than : 74.87 vs. SWDSX (50.84).
SWDSXVVIAXSWDSX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence22 years25 years-
Gain YTD8.5246.714127%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets564M195B0%
Annual Yield % from dividends1.782.1881%
Returns for 1 year14.949.75153%
Returns for 3 years33.2034.3297%
Returns for 5 years50.8474.8768%
Returns for 10 years13.28116.2611%
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