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SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$18.85
Change+$0.98 (+5.48%)
VolumeN/A
Net Assets623.17M
Vanguard Value Index Adm
Price$78.98
Change+$6.40 (+8.82%)
VolumeN/A
Net Assets217.68B
SWDSX vs VVIAX Comparison Chart in %
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SWDSX vs. VVIAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 218B vs. SWDSX (623M). VVIAX pays higher dividends than SWDSX: VVIAX (1.95) vs SWDSX (1.60). 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). VVIAX (15.08) and SWDSX (14.85) have marching annual gain over last year. VVIAX return over 5 years is better than : 66.27 vs. SWDSX (40.25).
| 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 | 5.131 | 5.999 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 623M | 218B | 0% |
| Annual Yield % from dividends | 1.60 | 1.95 | 82% |
| Returns for 1 year | 14.85 | 15.08 | 98% |
| Returns for 3 years | 44.01 | 41.04 | 107% |
| Returns for 5 years | 40.25 | 66.27 | 61% |
| Returns for 10 years | 63.02 | 167.18 | 38% |
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