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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
Jul 10, 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 Hold and VTPSX is a Hold.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 650B vs. SWISX (14.5B). SWISX pays higher dividends than VTPSX: SWISX (3.22) vs VTPSX (2.56). 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 : 22.78 vs. SWISX (19.16). SWISX return over 5 years is better than : 48.66 vs. VTPSX (34.74).
| 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 | 9.540 | 12.093 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 650B | 2% |
| Annual Yield % from dividends | 3.22 | 2.56 | 126% |
| Returns for 1 year | 19.16 | 22.78 | 84% |
| Returns for 3 years | 60.31 | 56.87 | 106% |
| Returns for 5 years | 48.66 | 34.74 | 140% |
| Returns for 10 years | 121.50 | 104.24 | 117% |
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