SWDSX
Price
$17.87
Change
+$0.13 (+0.73%)
Updated
Oct 17 closing price
Net Assets
586.53M
VVIAX
Price
$72.42
Change
+$0.36 (+0.50%)
Updated
Oct 17 closing price
Net Assets
207.8B
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SWDSX vs VVIAX

Header iconSWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAXBanner chart's image
Schwab Dividend Equity
Price$17.87
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets586.53M
Vanguard Value Index Adm
Price$72.42
Change+$0.36 (+0.50%)
VolumeN/A
Net Assets207.8B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Oct 19, 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 Buy.

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FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SWDSX (587M). VVIAX pays higher dividends than SWDSX: VVIAX (2.08) vs SWDSX (1.67). 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 : 7.56 vs. VVIAX (4.64). VVIAX return over 5 years is better than : 71.80 vs. SWDSX (49.18).
SWDSXVVIAXSWDSX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence22 years25 years-
Gain YTD11.9319.746122%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets587M208B0%
Annual Yield % from dividends1.672.0880%
Returns for 1 year7.564.64163%
Returns for 3 years42.7943.00100%
Returns for 5 years49.1871.8069%
Returns for 10 years21.63129.4217%
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