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SWPPX vs VLXVX
SWPPX vs VLXVX Comparison Chart in %
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SWPPX vs. VLXVX commentary
Jul 16, 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 VLXVX is a Hold.
FUNDAMENTALS
Fundamentals
SWPPX has more cash in the bank: 119B vs. VLXVX (11.4B). VLXVX pays higher dividends than SWPPX: VLXVX (1.88) vs SWPPX (1.16). SWPPX was incepted earlier than VLXVX: SWPPX (28 years) vs VLXVX (8 years). VLXVX (0.08) is less costly to investors than SWPPX (0.02). SWPPX is a more actively managed with annual turnover of: 2.00 vs. VLXVX (0.00). SWPPX has a lower initial minimum investment than VLXVX: SWPPX (0) vs VLXVX (1000). SWPPX annual gain was more profitable for investors over the last year : 12.77 vs. VLXVX (10.79). SWPPX return over 5 years is better than : 102.77 vs. VLXVX (60.12).
| SWPPX | VLXVX | SWPPX / VLXVX | |
| Total Expense Ratio | 0.02 | 0.08 | 25% |
| Annual Report Gross Expense Ratio | 0.02 | 0.08 | 25% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | 7.322 | 10.559 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 11.4B | 1,044% |
| Annual Yield % from dividends | 1.16 | 1.88 | 61% |
| Returns for 1 year | 12.77 | 10.79 | 118% |
| Returns for 3 years | 66.94 | 47.85 | 140% |
| Returns for 5 years | 102.77 | 60.12 | 171% |
| Returns for 10 years | 206.13 | N/A | - |
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