Interact to see
Advertisement
Advertisement
SWDSX vs VVIAX
SWDSX vs VVIAX Comparison
Open Charts SWDSX vs VVIAX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8.774 | 6.198 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 563M | 189B | 0% |
| Annual Yield % from dividends | 1.78 | 2.18 | 81% |
| Returns for 1 year | 18.35 | 12.03 | 153% |
| Returns for 3 years | 33.99 | 35.17 | 97% |
| Returns for 5 years | 55.73 | 80.13 | 70% |
| Returns for 10 years | 13.61 | 115.67 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement