SWISX
Price
$32.93
Change
+$0.35 (+1.07%)
Updated
Aug 21 closing price
Net Assets
15.23B
VTPSX
Price
$188.42
Change
+$1.91 (+1.02%)
Updated
Aug 21 closing price
Net Assets
645.82B
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SWISX vs VTPSX

SWISX vs VTPSX Comparison Chart in %
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SWISX vs. VTPSX commentary
Aug 23, 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 StrongBuy and VTPSX is a Buy.

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FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 646B vs. SWISX (15.2B). SWISX pays higher dividends than VTPSX: SWISX (3.17) vs VTPSX (2.59). 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 : 24.32 vs. SWISX (22.10). SWISX return over 5 years is better than : 55.99 vs. VTPSX (43.48).
SWISXVTPSXSWISX / VTPSX
Total Expense Ratio0.060.05120%
Annual Report Gross Expense Ratio0.060.05120%
Fund Existence29 years16 years-
Gain YTD14.65916.48289%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.2B646B2%
Annual Yield % from dividends3.172.59123%
Returns for 1 year22.1024.3291%
Returns for 3 years70.3965.52107%
Returns for 5 years55.9943.48129%
Returns for 10 years119.69100.73119%
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