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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
Jun 03, 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 Buy and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. SWISX (14.4B). SWISX pays higher dividends than VFWPX: SWISX (3.24) vs VFWPX (2.62). SWISX was incepted earlier than VFWPX: SWISX (29 years) vs VFWPX (15 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 : 29.36 vs. SWISX (20.91). SWISX return over 5 years is better than : 47.53 vs. VFWPX (36.28).
| 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 | 15 years | - |
| Gain YTD | 9.157 | 14.929 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 90.7B | 16% |
| Annual Yield % from dividends | 3.24 | 2.62 | 124% |
| Returns for 1 year | 20.91 | 29.36 | 71% |
| Returns for 3 years | 59.67 | 60.29 | 99% |
| Returns for 5 years | 47.53 | 36.28 | 131% |
| Returns for 10 years | 115.27 | 106.34 | 108% |
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