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SWPPX vs SWSSX
SWPPX vs SWSSX Comparison
Open Charts SWPPX vs SWSSX
SWPPX vs SWSSX Comparison Chart in %
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SWPPX vs. SWSSX commentary
Jul 04, 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 SWPPX is a Buy and SWSSX is a Buy.
FUNDAMENTALS
Fundamentals
SWPPX has more cash in the bank: 118B vs. SWSSX (6.61B). SWSSX pays higher dividends than SWPPX: SWSSX (1.69) vs SWPPX (1.16). SWPPX was incepted earlier than SWSSX: SWPPX (28 years) vs SWSSX (28 years). SWSSX (0.04) is less costly to investors than SWPPX (0.02). SWSSX is a more actively managed with annual turnover of: 15.00 vs. SWPPX (2.00). SWPPX (0) and SWSSX (0) have matching initial minimum investment requirements. SWPPX annual gain was more profitable for investors over the last year : 13.94 vs. SWSSX (10.86). SWPPX return over 5 years is better than : 106.99 vs. SWSSX (49.76).
| SWPPX | SWSSX | SWPPX / SWSSX | |
| Total Expense Ratio | 0.02 | 0.04 | 50% |
| Annual Report Gross Expense Ratio | 0.02 | 0.04 | 50% |
| Fund Existence | 28 years | 28 years | - |
| Gain YTD | 6.580 | 0.588 | 1,119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 118B | 6.61B | 1,787% |
| Annual Yield % from dividends | 1.16 | 1.69 | 68% |
| Returns for 1 year | 13.94 | 10.86 | 128% |
| Returns for 3 years | 67.52 | 33.66 | 201% |
| Returns for 5 years | 106.99 | 49.76 | 215% |
| Returns for 10 years | 212.68 | 39.58 | 537% |
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