Ad is loading...
SWPPX vs VSMPX
SWPPX vs VSMPX Comparison
Open Charts SWPPX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
SWPPX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWPPX vs. VSMPX commentary
Apr 04, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. SWPPX (107B). VSMPX pays higher dividends than SWPPX: VSMPX (1.37) vs SWPPX (1.28). SWPPX was incepted earlier than VSMPX: SWPPX (28 years) vs VSMPX (10 years). SWPPX (0.02) and VSMPX (0.02) have similar cost to investors . SWPPX (2.00) and VSMPX (2.00) have comparable annual turnover. SWPPX has a lower initial minimum investment than VSMPX: SWPPX (0) vs VSMPX (100000000). SWPPX annual gain was more profitable for investors over the last year : 10.25 vs. VSMPX (8.06). SWPPX return over 5 years is better than : 137.42 vs. VSMPX (126.31).
| SWPPX | VSMPX | SWPPX / VSMPX | |
| Total Expense Ratio | 0.02 | 0.02 | 100% |
| Annual Report Gross Expense Ratio | 0.02 | 0.02 | 100% |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | -3.268 | -3.987 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.81T | 6% |
| Annual Yield % from dividends | 1.28 | 1.37 | 94% |
| Returns for 1 year | 10.25 | 8.06 | 127% |
| Returns for 3 years | 27.44 | 21.05 | 130% |
| Returns for 5 years | 137.42 | 126.31 | 109% |
| Returns for 10 years | 183.52 | N/A | - |