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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 31, 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 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 (21.30) and SWISX (20.47) have marching annual gain over last year. SWISX return over 5 years is better than : 49.44 vs. VFWPX (35.94).
| 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 | 9.889 | 10.942 | 90% |
| 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 | 20.47 | 21.30 | 96% |
| Returns for 3 years | 53.67 | 48.23 | 111% |
| Returns for 5 years | 49.44 | 35.94 | 138% |
| Returns for 10 years | 114.26 | 95.91 | 119% |
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