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FIPDX vs SWRSX
FIPDX vs SWRSX Comparison
Open Charts FIPDX vs SWRSX
Fidelity Inflation-Prot Bd Index
Price$9.21
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets10.06B
Schwab Treasury Infl Protected Secs Idx
Price$10.39
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.55B
FIPDX vs SWRSX Comparison Chart in %
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FIPDX vs. SWRSX commentary
Jun 21, 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 FIPDX is a Hold and SWRSX is a Hold.
FUNDAMENTALS
Fundamentals
FIPDX has more cash in the bank: 10.1B vs. SWRSX (2.55B). SWRSX (3.83) and FIPDX (3.80) have matching dividends . FIPDX was incepted earlier than SWRSX: FIPDX (13 years) vs SWRSX (19 years). FIPDX (0.05) and SWRSX (0.05) have similar cost to investors . SWRSX is a more actively managed with annual turnover of: 31.00 vs. FIPDX (22.00). FIPDX (0) and SWRSX (0) have matching initial minimum investment requirements. SWRSX (4.52) and FIPDX (4.46) have marching annual gain over last year. SWRSX (6.39) and FIPDX (6.21) have equivalent 5 years return.
| FIPDX | SWRSX | FIPDX / SWRSX | |
| Total Expense Ratio | 0.05 | 0.05 | 100% |
| Annual Report Gross Expense Ratio | 0.05 | 0.05 | 100% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 3.720 | 3.832 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 2.55B | 395% |
| Annual Yield % from dividends | 3.80 | 3.83 | 99% |
| Returns for 1 year | 4.46 | 4.52 | 99% |
| Returns for 3 years | 5.60 | 4.80 | 117% |
| Returns for 5 years | 6.21 | 6.39 | 97% |
| Returns for 10 years | 19.53 | 26.76 | 73% |
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