SWPPX
Price
$98.30
Change
+$0.77 (+0.79%)
Updated
Jul 23 closing price
Net Assets
120.05B
VTSAX
Price
$151.98
Change
-$0.06 (-0.04%)
Updated
Jul 24 closing price
Net Assets
1.91T
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SWPPX vs VTSAX

Header iconSWPPX vs VTSAX Comparison
Open Charts SWPPX vs VTSAXBanner chart's image
Schwab® S&P 500 Index
Price$98.30
Change+$0.77 (+0.79%)
VolumeN/A
Net Assets120.05B
Vanguard Total Stock Mkt Idx Adm
Price$151.98
Change-$0.06 (-0.04%)
VolumeN/A
Net Assets1.91T
SWPPX vs VTSAX Comparison Chart in %
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SWPPX vs. VTSAX commentary
Jul 25, 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 VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SWPPX (120B). VTSAX (1.21) and SWPPX (1.16) have matching dividends . SWPPX was incepted earlier than VTSAX: SWPPX (28 years) vs VTSAX (25 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 : 15.04 vs. VTSAX (13.27). SWPPX return over 5 years is better than : 104.09 vs. VTSAX (91.22).
SWPPXVTSAXSWPPX / VTSAX
Total Expense Ratio0.020.0450%
Annual Report Gross Expense Ratio0.020.0450%
Fund Existence28 years25 years-
Gain YTD8.0436.984115%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets120B1.91T6%
Annual Yield % from dividends1.161.2196%
Returns for 1 year15.0413.27113%
Returns for 3 years63.8857.01112%
Returns for 5 years104.0991.22114%
Returns for 10 years215.04199.65108%
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