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SWMIX vs VTPSX
SWMIX vs VTPSX Comparison
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SWMIX vs VTPSX Comparison Chart in %
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SWMIX vs. VTPSX commentary
Aug 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 SWMIX is a Buy and VTPSX is a Hold.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 650B vs. SWMIX (965M). VTPSX pays higher dividends than SWMIX: VTPSX (2.59) vs SWMIX (2.29). SWMIX was incepted earlier than VTPSX: SWMIX (22 years) vs VTPSX (16 years). SWMIX (0.84) is less costly to investors than VTPSX (0.05). SWMIX is a more actively managed with annual turnover of: 69.00 vs. VTPSX (4.00). SWMIX has a lower initial minimum investment than VTPSX: SWMIX (0) vs VTPSX (100000000). VTPSX annual gain was more profitable for investors over the last year : 24.92 vs. SWMIX (16.80). VTPSX return over 5 years is better than : 36.77 vs. SWMIX (-6.38).
| SWMIX | VTPSX | SWMIX / VTPSX | |
| Total Expense Ratio | 0.84 | 0.05 | 1,680% |
| Annual Report Gross Expense Ratio | 0.84 | 0.05 | 1,680% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 10.021 | 12.513 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 650B | 0% |
| Annual Yield % from dividends | 2.29 | 2.59 | 89% |
| Returns for 1 year | 16.80 | 24.92 | 67% |
| Returns for 3 years | 37.88 | 51.20 | 74% |
| Returns for 5 years | -6.38 | 36.77 | -17% |
| Returns for 10 years | 38.55 | 99.50 | 39% |
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