Interact to see
Advertisement
Advertisement
SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
Schwab Dividend Equity
Price$18.10
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets604.24M
Vanguard Value Index Adm
Price$75.24
Change+$0.37 (+0.49%)
VolumeN/A
Net Assets215.53B
SWDSX vs VVIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWDSX vs. VVIAX commentary
Dec 26, 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: 216B vs. SWDSX (604M). VVIAX pays higher dividends than SWDSX: VVIAX (2.04) vs SWDSX (1.63). 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 annual gain was more profitable for investors over the last year : 12.67 vs. SWDSX (11.85). VVIAX return over 5 years is better than : 64.99 vs. SWDSX (40.22).
| 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 | 13.372 | 14.019 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 216B | 0% |
| Annual Yield % from dividends | 1.63 | 2.04 | 80% |
| Returns for 1 year | 11.85 | 12.67 | 94% |
| Returns for 3 years | 40.68 | 37.80 | 108% |
| Returns for 5 years | 40.22 | 64.99 | 62% |
| Returns for 10 years | 37.54 | 134.87 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CALF | 45.28 | 0.17 | +0.38% |
| Pacer US Small Cap Cash Cows 100 ETF | |||
| CGVV | 27.35 | 0.08 | +0.27% |
| Capital Group U.S. Large Value ETF | |||
| IBD | 24.13 | 0.06 | +0.25% |
| Inspire Corporate Bond ETF | |||
| PSH | 50.56 | 0.08 | +0.16% |
| PGIM Short Duration High Yield ETF | |||
| GXLM | 18.88 | -0.20 | -1.06% |
| Grayscale Stellar Lumens Trust (XLM) | |||