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SWISX vs VTPSX
SWISX vs VTPSX Comparison
Open Charts SWISX vs VTPSX
SWISX vs VTPSX Comparison Chart in %
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SWISX vs. VTPSX 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 VTPSX is a Buy.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 629B vs. SWISX (14.4B). SWISX pays higher dividends than VTPSX: SWISX (3.24) vs VTPSX (2.66). SWISX was incepted earlier than VTPSX: SWISX (29 years) vs VTPSX (16 years). SWISX (0.06) is less costly to investors than VTPSX (0.05). SWISX is a more actively managed with annual turnover of: 10.00 vs. VTPSX (4.00). SWISX has a lower initial minimum investment than VTPSX: SWISX (0) vs VTPSX (100000000). VTPSX annual gain was more profitable for investors over the last year : 29.04 vs. SWISX (20.91). SWISX return over 5 years is better than : 47.53 vs. VTPSX (35.33).
| SWISX | VTPSX | SWISX / VTPSX | |
| Total Expense Ratio | 0.06 | 0.05 | 120% |
| Annual Report Gross Expense Ratio | 0.06 | 0.05 | 120% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 9.157 | 14.642 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.4B | 629B | 2% |
| Annual Yield % from dividends | 3.24 | 2.66 | 122% |
| Returns for 1 year | 20.91 | 29.04 | 72% |
| Returns for 3 years | 59.67 | 59.54 | 100% |
| Returns for 5 years | 47.53 | 35.33 | 135% |
| Returns for 10 years | 115.27 | 104.61 | 110% |
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