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SWPPX vs VFIAX
SWPPX vs VFIAX Comparison
Open Charts SWPPX vs VFIAX
Vanguard 500 Index Admiral
Price$571.33
Change+$3.00 (+0.53%)
VolumeN/A
Net Assets1.43T
SWPPX vs VFIAX Comparison Chart in %
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SWPPX vs. VFIAX commentary
Jun 30, 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: 1.43T vs. SWPPX (117B). VFIAX (1.28) and SWPPX (1.22) have matching dividends . SWPPX was incepted earlier than VFIAX: SWPPX (28 years) vs VFIAX (25 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 : 14.07 vs. VFIAX (12.62). SWPPX return over 5 years is better than : 113.51 vs. VFIAX (106.03).
| 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 | 25 years | - |
| Gain YTD | 5.639 | 5.279 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117B | 1.43T | 8% |
| Annual Yield % from dividends | 1.22 | 1.28 | 95% |
| Returns for 1 year | 14.07 | 12.62 | 111% |
| Returns for 3 years | 66.27 | 62.20 | 107% |
| Returns for 5 years | 113.51 | 106.03 | 107% |
| Returns for 10 years | 210.77 | 200.55 | 105% |
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