Interact to see
Advertisement
Advertisement
SWPPX vs VFIAX
SWPPX vs VFIAX Comparison
Open Charts SWPPX vs VFIAX
SWPPX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWPPX vs. VFIAX commentary
Jun 05, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. SWPPX (145B). VFIAX (1.02) and SWPPX (1.00) have matching dividends . SWPPX was incepted earlier than VFIAX: SWPPX (29 years) vs VFIAX (26 years). VFIAX (0.04) is less costly to investors than SWPPX (0.02). SWPPX is a more actively managed with annual turnover of: 3.00 vs. VFIAX (2.00). 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 : 27.97 vs. VFIAX (26.54). SWPPX return over 5 years is better than : 130.62 vs. VFIAX (78.69).
| SWPPX | VFIAX | SWPPX / VFIAX | |
| Total Expense Ratio | 0.02 | 0.04 | 50% |
| Annual Report Gross Expense Ratio | 0.02 | 0.04 | 50% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 10.832 | 10.533 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 1.7T | 9% |
| Annual Yield % from dividends | 1.00 | 1.02 | 98% |
| Returns for 1 year | 27.97 | 26.54 | 105% |
| Returns for 3 years | 111.24 | 76.87 | 145% |
| Returns for 5 years | 130.62 | 78.69 | 166% |
| Returns for 10 years | 415.82 | 258.15 | 161% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers