SWPPX
Price
$92.09
Change
+$0.91 (+1.00%)
Updated
Jan 17 closing price
Net Assets
111.64B
VSMPX
Price
$270.52
Change
+$2.52 (+0.94%)
Updated
Jan 17 closing price
Net Assets
1.78T
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SWPPX vs VSMPX

Header iconSWPPX vs VSMPX Comparison
Open Charts SWPPX vs VSMPXBanner chart's image
Schwab® S&P 500 Index
Price$92.09
Change+$0.91 (+1.00%)
VolumeN/A
Net Assets111.64B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
SWPPX vs VSMPX Comparison Chart
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VS
SWPPX vs. VSMPX commentary
Jan 19, 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.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. SWPPX (112B). VSMPX (1.36) and SWPPX (1.29) have matching dividends . SWPPX was incepted earlier than VSMPX: SWPPX (28 years) vs VSMPX (10 years). 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 : 27.12 vs. VSMPX (25.27). SWPPX return over 5 years is better than : 88.02 vs. VSMPX (76.14).
SWPPXVSMPXSWPPX / VSMPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence28 years10 years-
Gain YTD2.0162.24590%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets112B1.78T6%
Annual Yield % from dividends1.291.3695%
Returns for 1 year27.1225.27107%
Returns for 3 years34.9829.00121%
Returns for 5 years88.0276.14116%
Returns for 10 years208.94N/A-
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