Interact to see
Advertisement
Advertisement
SWISX vs VFWPX
SWISX vs VFWPX Comparison
Open Charts SWISX vs VFWPX
SWISX vs VFWPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWISX vs. VFWPX commentary
Aug 23, 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 StrongBuy and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 95.9B vs. SWISX (15.2B). SWISX pays higher dividends than VFWPX: SWISX (3.17) vs VFWPX (2.56). 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 : 24.98 vs. SWISX (22.10). SWISX return over 5 years is better than : 55.99 vs. VFWPX (45.02).
| 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 | 14.659 | 16.906 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2B | 95.9B | 16% |
| Annual Yield % from dividends | 3.17 | 2.56 | 124% |
| Returns for 1 year | 22.10 | 24.98 | 88% |
| Returns for 3 years | 70.39 | 66.69 | 106% |
| Returns for 5 years | 55.99 | 45.02 | 124% |
| Returns for 10 years | 119.69 | 102.25 | 117% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DGIEX | 30.75 | 0.47 | +1.55% |
| BNY Mellon Global Emerging Mkts - I | |||
| HIAOX | 20.05 | 0.21 | +1.06% |
| Hartford International Opp HLS IA | |||
| FHZTX | 70.16 | 0.21 | +0.30% |
| Fidelity Advisor Large Cap Stock I | |||
| CWSHX | 15.44 | 0.04 | +0.26% |
| Carillon Chartwell Small Cap Value C | |||
| MLPTX | 12.11 | -0.05 | -0.41% |
| Invesco SteelPath MLP Select 40 Y | |||