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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$18.01
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets594.32M
Vanguard Value Index Adm
Price$73.15
Change-$0.74 (-1.00%)
VolumeN/A
Net Assets207.95B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Nov 14, 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.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 208B vs. SWDSX (594M). 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 : 9.89 vs. VVIAX (5.48). VVIAX return over 5 years is better than : 64.69 vs. SWDSX (46.35).
| 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 | 13.810 | 10.852 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594M | 208B | 0% |
| Annual Yield % from dividends | 1.68 | 2.09 | 81% |
| Returns for 1 year | 9.89 | 5.48 | 180% |
| Returns for 3 years | 33.56 | 32.94 | 102% |
| Returns for 5 years | 46.35 | 64.69 | 72% |
| Returns for 10 years | 24.36 | 128.99 | 19% |
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