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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
Sep 12, 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: 98.6B vs. SWISX (14.8B). SWISX pays higher dividends than VFWPX: SWISX (3.12) vs VFWPX (2.49). 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 : 19.75 vs. SWISX (17.19). SWISX return over 5 years is better than : 48.95 vs. VFWPX (38.07).
| 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 | 11.978 | 15.155 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 98.6B | 15% |
| Annual Yield % from dividends | 3.12 | 2.49 | 125% |
| Returns for 1 year | 17.19 | 19.75 | 87% |
| Returns for 3 years | 64.33 | 61.85 | 104% |
| Returns for 5 years | 48.95 | 38.07 | 129% |
| Returns for 10 years | 119.33 | 104.72 | 114% |
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