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SWPPX vs VFIAX
SWPPX vs VFIAX Comparison
Open Charts SWPPX vs VFIAX
SWPPX vs VFIAX Comparison Chart in %
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SWPPX vs. VFIAX commentary
Jun 20, 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 (144B). 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 : 26.88 vs. VFIAX (25.45). SWPPX return over 5 years is better than : 132.59 vs. VFIAX (80.18).
| 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 | 10.148 | 9.838 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 144B | 1.7T | 8% |
| Annual Yield % from dividends | 1.00 | 1.02 | 98% |
| Returns for 1 year | 26.88 | 25.45 | 106% |
| Returns for 3 years | -71.17 | 70.06 | -102% |
| Returns for 5 years | 132.59 | 80.18 | 165% |
| Returns for 10 years | 418.63 | 261.84 | 160% |
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