SWPPX
Price
$92.63
Change
+$0.96 (+1.05%)
Updated
Jun 6 closing price
Net Assets
112.38B
VFIAX
Price
$554.95
Change
+$5.71 (+1.04%)
Updated
Jun 6 closing price
Net Assets
1.43T
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SWPPX vs VFIAX

Header iconSWPPX vs VFIAX Comparison
Open Charts SWPPX vs VFIAXBanner chart's image
Schwab® S&P 500 Index
Price$92.63
Change+$0.96 (+1.05%)
VolumeN/A
Net Assets112.38B
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
SWPPX vs VFIAX Comparison Chart
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SWPPX vs. VFIAX commentary
Jun 08, 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.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. SWPPX (112B). 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 : 12.42 vs. VFIAX (10.99). SWPPX return over 5 years is better than : 93.54 vs. VFIAX (85.80).
SWPPXVFIAXSWPPX / VFIAX
Total Expense Ratio0.020.0450%
Annual Report Gross Expense Ratio0.020.0450%
Fund Existence28 years25 years-
Gain YTD1.5511.208128%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets112B1.43T8%
Annual Yield % from dividends1.221.2895%
Returns for 1 year12.4210.99113%
Returns for 3 years46.9242.76110%
Returns for 5 years93.5485.80109%
Returns for 10 years196.65185.59106%
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