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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$17.98
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets585.17M
Vanguard Value Index Adm
Price$72.77
Change+$0.60 (+0.83%)
VolumeN/A
Net Assets202.84B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Sep 28, 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 Hold and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 203B vs. SWDSX (585M). VVIAX pays higher dividends than SWDSX: VVIAX (2.10) vs SWDSX (1.73). 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 : 10.92 vs. VVIAX (7.68). VVIAX return over 5 years is better than : 81.82 vs. SWDSX (57.88).
| 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 | 12.206 | 10.243 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585M | 203B | 0% |
| Annual Yield % from dividends | 1.73 | 2.10 | 82% |
| Returns for 1 year | 10.92 | 7.68 | 142% |
| Returns for 3 years | 47.95 | 50.25 | 95% |
| Returns for 5 years | 57.88 | 81.82 | 71% |
| Returns for 10 years | 30.66 | 147.68 | 21% |
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