SWNRX
Price
$18.32
Change
+$0.10 (+0.55%)
Updated
Jun 27 closing price
Net Assets
344.03M
VFIFX
Price
$54.58
Change
+$0.23 (+0.42%)
Updated
Jun 27 closing price
Net Assets
82.09B
Interact to see
Advertisement

SWNRX vs VFIFX

Header iconSWNRX vs VFIFX Comparison
Open Charts SWNRX vs VFIFXBanner chart's image
Schwab Target 2050
Price$18.32
Change+$0.10 (+0.55%)
VolumeN/A
Net Assets344.03M
Vanguard Target Retirement 2050 Fund
Price$54.58
Change+$0.23 (+0.42%)
VolumeN/A
Net Assets82.09B
SWNRX vs VFIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SWNRX vs. VFIFX commentary
Jun 29, 2025

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 SWNRX is a Hold and VFIFX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 82.1B vs. SWNRX (344M). VFIFX pays higher dividends than SWNRX: VFIFX (2.08) vs SWNRX (1.76). SWNRX was incepted earlier than VFIFX: SWNRX (12 years) vs VFIFX (19 years). SWNRX (0.58) is less costly to investors than VFIFX (0.08). SWNRX is a more actively managed with annual turnover of: 2.00 vs. VFIFX (1.00). SWNRX has a lower initial minimum investment than VFIFX: SWNRX (0) vs VFIFX (1000). VFIFX annual gain was more profitable for investors over the last year : 13.01 vs. SWNRX (11.57). SWNRX (51.39) and VFIFX (50.97) have equivalent 5 years return.
SWNRXVFIFXSWNRX / VFIFX
Total Expense Ratio0.550.08688%
Annual Report Gross Expense Ratio0.580.08725%
Fund Existence12 years19 years-
Gain YTD8.6609.51091%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets344M82.1B0%
Annual Yield % from dividends1.762.0885%
Returns for 1 year11.5713.0189%
Returns for 3 years35.0944.8178%
Returns for 5 years51.3950.97101%
Returns for 10 years61.6089.2869%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ARAOX11.940.06
+0.51%
Aristotle/Saul Global Eq A
PMJAX10.220.05
+0.49%
PIMCO RAE US Small A
CAPSX8.910.02
+0.22%
Federated Hermes Capital Income IS
FAIVX24.890.05
+0.20%
Fidelity Advisor Equity Value I
CSCIX14.280.01
+0.07%
Cohen & Steers Real Estate Securities C