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SWPPX vs VTSAX
SWPPX vs VTSAX Comparison
Open Charts SWPPX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SWPPX vs VTSAX Comparison Chart
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SWPPX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. SWPPX (107B). VTSAX pays higher dividends than SWPPX: VTSAX (1.35) vs SWPPX (1.28). SWPPX was incepted earlier than VTSAX: SWPPX (28 years) vs VTSAX (24 years). VTSAX (0.04) is less costly to investors than SWPPX (0.02). SWPPX (2.00) and VTSAX (2.00) have comparable annual turnover. SWPPX has a lower initial minimum investment than VTSAX: SWPPX (0) vs VTSAX (3000). SWPPX annual gain was more profitable for investors over the last year : 10.25 vs. VTSAX (8.05). SWPPX return over 5 years is better than : 137.42 vs. VTSAX (126.25).
| SWPPX | VTSAX | SWPPX / VTSAX | |
| Total Expense Ratio | 0.02 | 0.04 | 50% |
| Annual Report Gross Expense Ratio | 0.02 | 0.04 | 50% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -3.268 | -3.990 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107B | 1.81T | 6% |
| Annual Yield % from dividends | 1.28 | 1.35 | 95% |
| Returns for 1 year | 10.25 | 8.05 | 127% |
| Returns for 3 years | 27.44 | 21.03 | 131% |
| Returns for 5 years | 137.42 | 126.25 | 109% |
| Returns for 10 years | 183.52 | 167.38 | 110% |
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