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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$18.32
Change+$0.14 (+0.77%)
VolumeN/A
Net Assets599.58M
Vanguard Value Index Adm
Price$74.33
Change+$0.66 (+0.90%)
VolumeN/A
Net Assets207.95B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Dec 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 Buy and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SWDSX (600M). VVIAX pays higher dividends than SWDSX: VVIAX (2.04) vs SWDSX (1.63). 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 : 8.26 vs. VVIAX (4.76). VVIAX return over 5 years is better than : 61.18 vs. SWDSX (42.59).
| 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 | 14.124 | 11.776 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 208B | 0% |
| Annual Yield % from dividends | 1.63 | 2.04 | 80% |
| Returns for 1 year | 8.26 | 4.76 | 173% |
| Returns for 3 years | 30.65 | 29.82 | 103% |
| Returns for 5 years | 42.59 | 61.18 | 70% |
| Returns for 10 years | 21.32 | 127.14 | 17% |
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