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SWPPX vs VFIAX
SWPPX vs VFIAX Comparison
Open Charts SWPPX vs VFIAX
Vanguard 500 Index Admiral
Price$506.37
Change+$10.05 (+2.02%)
VolumeN/A
Net Assets1.32T
SWPPX vs VFIAX Comparison Chart
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SWPPX vs. VFIAX commentary
Apr 25, 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. SWPPX (101B). VFIAX (1.35) and SWPPX (1.28) have matching dividends . SWPPX was incepted earlier than VFIAX: SWPPX (28 years) vs VFIAX (24 years). VFIAX (0.04) is less costly to investors than SWPPX (0.02). SWPPX (2.00) and VFIAX (2.00) have comparable annual turnover. SWPPX has a lower initial minimum investment than VFIAX: SWPPX (0) vs VFIAX (3000). SWPPX annual gain was more profitable for investors over the last year : 7.41 vs. VFIAX (6.05). SWPPX return over 5 years is better than : 97.47 vs. VFIAX (89.56).
| SWPPX | VFIAX | SWPPX / VFIAX | |
| Total Expense Ratio | 0.02 | 0.04 | 50% |
| Annual Report Gross Expense Ratio | 0.02 | 0.04 | 50% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -8.231 | -8.543 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 101B | 1.32T | 8% |
| Annual Yield % from dividends | 1.28 | 1.35 | 95% |
| Returns for 1 year | 7.41 | 6.05 | 123% |
| Returns for 3 years | 28.89 | 25.22 | 115% |
| Returns for 5 years | 97.47 | 89.56 | 109% |
| Returns for 10 years | 165.24 | 155.34 | 106% |
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