Interact to see
Advertisement
Advertisement
SWISX vs VTPSX
SWISX vs VTPSX Comparison
Open Charts SWISX vs VTPSX
SWISX vs VTPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWISX vs. VTPSX 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 VTPSX is a Hold.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 666B vs. SWISX (14.8B). SWISX pays higher dividends than VTPSX: SWISX (3.12) vs VTPSX (2.51). 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 : 19.09 vs. SWISX (17.19). SWISX return over 5 years is better than : 48.95 vs. VTPSX (36.56).
| 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 | 11.978 | 14.788 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8B | 666B | 2% |
| Annual Yield % from dividends | 3.12 | 2.51 | 124% |
| Returns for 1 year | 17.19 | 19.09 | 90% |
| Returns for 3 years | 64.33 | 60.85 | 106% |
| Returns for 5 years | 48.95 | 36.56 | 134% |
| Returns for 10 years | 119.33 | 103.23 | 116% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers