SWDSX
Price
$17.43
Change
+$0.11 (+0.64%)
Updated
Jul 3 closing price
Net Assets
563.47M
VVIAX
Price
$70.10
Change
+$0.40 (+0.57%)
Updated
Jul 3 closing price
Net Assets
188.77B
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SWDSX vs VVIAX

Header iconSWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAXBanner chart's image
Schwab Dividend Equity
Price$17.43
Change+$0.11 (+0.64%)
VolumeN/A
Net Assets563.47M
Vanguard Value Index Adm
Price$70.10
Change+$0.40 (+0.57%)
VolumeN/A
Net Assets188.77B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Jul 08, 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: 189B vs. SWDSX (563M). 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 : 18.35 vs. VVIAX (12.03). VVIAX return over 5 years is better than : 80.13 vs. SWDSX (55.73).
SWDSXVVIAXSWDSX / VVIAX
Total Expense Ratio0.890.051,780%
Annual Report Gross Expense Ratio0.890.051,780%
Fund Existence22 years25 years-
Gain YTD8.7746.198142%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets563M189B0%
Annual Yield % from dividends1.782.1881%
Returns for 1 year18.3512.03153%
Returns for 3 years33.9935.1797%
Returns for 5 years55.7380.1370%
Returns for 10 years13.61115.6712%
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