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SWPPX vs VTSAX
SWPPX vs VTSAX Comparison
Open Charts SWPPX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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SWPPX vs VTSAX Comparison Chart
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SWPPX vs. VTSAX commentary
Sep 21, 2024
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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SWPPX (103B). VTSAX (1.35) and SWPPX (1.29) have matching dividends . SWPPX was incepted earlier than VTSAX: SWPPX (27 years) vs VTSAX (24 years). 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 : 33.85 vs. VTSAX (31.56). SWPPX return over 5 years is better than : 99.38 vs. VTSAX (85.68).
| SWPPX | VTSAX | SWPPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 20.985 | 18.645 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 1.72T | 6% |
| Annual Yield % from dividends | 1.29 | 1.35 | 96% |
| Returns for 1 year | 33.85 | 31.56 | 107% |
| Returns for 3 years | 35.11 | 25.35 | 138% |
| Returns for 5 years | 99.38 | 85.68 | 116% |
| Returns for 10 years | 195.54 | 188.32 | 104% |