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SFLNX vs SWPPX
SFLNX vs SWPPX Comparison
Open Charts SFLNX vs SWPPX
Schwab Fundamental US Large Company Idx
Price$27.61
Change-$0.12 (-0.43%)
VolumeN/A
Net Assets9.36B
SFLNX vs SWPPX Comparison Chart
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SFLNX vs. SWPPX commentary
May 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 SFLNX is a Buy and SWPPX is a Buy.
FUNDAMENTALS
Fundamentals
SWPPX has more cash in the bank: 110B vs. SFLNX (9.36B). SFLNX pays higher dividends than SWPPX: SFLNX (1.84) vs SWPPX (1.29). SFLNX was incepted earlier than SWPPX: SFLNX (18 years) vs SWPPX (28 years). SFLNX (0.25) is less costly to investors than SWPPX (0.02). SFLNX is a more actively managed with annual turnover of: 8.00 vs. SWPPX (2.00). SFLNX (0) and SWPPX (0) have matching initial minimum investment requirements. SWPPX annual gain was more profitable for investors over the last year : 11.60 vs. SFLNX (7.74). SWPPX return over 5 years is better than : 104.42 vs. SFLNX (95.91).
| SFLNX | SWPPX | SFLNX / SWPPX | |
| Total Expense Ratio | 0.25 | 0.02 | 1,250% |
| Annual Report Gross Expense Ratio | 0.25 | 0.02 | 1,250% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -0.897 | -0.820 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36B | 110B | 9% |
| Annual Yield % from dividends | 1.84 | 1.29 | 142% |
| Returns for 1 year | 7.74 | 11.60 | 67% |
| Returns for 3 years | 34.12 | 51.58 | 66% |
| Returns for 5 years | 95.91 | 104.42 | 92% |
| Returns for 10 years | 93.64 | 186.66 | 50% |
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