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SWISX vs VFWPX
SWISX vs VFWPX Comparison
Open Charts SWISX vs VFWPX
SWISX vs VFWPX Comparison Chart in %
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SWISX vs. VFWPX commentary
Jul 10, 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 SWISX is a Hold and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. SWISX (14.5B). SWISX pays higher dividends than VFWPX: SWISX (3.22) vs VFWPX (2.54). SWISX was incepted earlier than VFWPX: SWISX (29 years) vs VFWPX (16 years). SWISX (0.06) is less costly to investors than VFWPX (0.03). SWISX is a more actively managed with annual turnover of: 10.00 vs. VFWPX (6.00). SWISX has a lower initial minimum investment than VFWPX: SWISX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 23.62 vs. SWISX (19.16). SWISX return over 5 years is better than : 48.66 vs. VFWPX (36.23).
| SWISX | VFWPX | SWISX / VFWPX | |
| Total Expense Ratio | 0.06 | 0.03 | 200% |
| Annual Report Gross Expense Ratio | 0.06 | 0.03 | 200% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 9.540 | 12.620 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 94.6B | 15% |
| Annual Yield % from dividends | 3.22 | 2.54 | 127% |
| Returns for 1 year | 19.16 | 23.62 | 81% |
| Returns for 3 years | 60.31 | 58.14 | 104% |
| Returns for 5 years | 48.66 | 36.23 | 134% |
| Returns for 10 years | 121.50 | 106.09 | 115% |
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