SWPPX
Price
$19.32
Change
+$0.15 (+0.78%)
Updated
Jun 30 closing price
Net Assets
142.87B
SWSSX
Price
$48.81
Change
+$0.24 (+0.49%)
Updated
Jun 30 closing price
Net Assets
7.74B
Interact to see
Advertisement

SWPPX vs SWSSX

SWPPX vs SWSSX Comparison Chart in %
View a ticker or compare two or three
VS
SWPPX vs. SWSSX commentary
Jul 01, 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 SWPPX is a Hold and SWSSX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
SWPPX has more cash in the bank: 143B vs. SWSSX (7.74B). SWSSX pays higher dividends than SWPPX: SWSSX (1.09) vs SWPPX (1.00). SWPPX was incepted earlier than SWSSX: SWPPX (29 years) vs SWSSX (29 years). SWSSX (0.04) is less costly to investors than SWPPX (0.02). SWSSX is a more actively managed with annual turnover of: 12.00 vs. SWPPX (3.00). SWPPX (0) and SWSSX (0) have matching initial minimum investment requirements. SWSSX annual gain was more profitable for investors over the last year : 40.12 vs. SWPPX (21.31). SWPPX return over 5 years is better than : 122.50 vs. SWSSX (27.34).
SWPPXSWSSXSWPPX / SWSSX
Total Expense Ratio0.020.0450%
Annual Report Gross Expense Ratio0.020.0450%
Fund Existence29 years29 years-
Gain YTD9.29321.97442%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets143B7.74B1,847%
Annual Yield % from dividends1.001.0992%
Returns for 1 year21.3140.1253%
Returns for 3 years99.8766.29151%
Returns for 5 years122.5027.34448%
Returns for 10 years409.43115.49355%
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 %
GBLCX42.230.04
+0.09%
American Funds Global Balanced C
GCMAX39.72N/A
N/A
Goldman Sachs Mid Cap Value A
GSRLX13.09N/A
N/A
Goldman Sachs Rising Dividend Gr Instl
SNOAX38.71N/A
N/A
Easterly Snow Long/Short Opportunity A
FDCPX229.52N/A
N/A
Fidelity Select Tech Hardware