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SWPPX vs VTSAX
SWPPX vs VTSAX Comparison
Open Charts SWPPX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SWPPX vs VTSAX Comparison Chart
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SWPPX vs. VTSAX commentary
Feb 23, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SWPPX (113B). VTSAX (1.35) and SWPPX (1.29) have matching dividends . SWPPX was incepted earlier than VTSAX: SWPPX (28 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 : 19.76 vs. VTSAX (17.60). SWPPX return over 5 years is better than : 87.94 vs. VTSAX (74.84).
| SWPPX | VTSAX | SWPPX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 2.415 | 2.127 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 1.84T | 6% |
| Annual Yield % from dividends | 1.29 | 1.35 | 96% |
| Returns for 1 year | 19.76 | 17.60 | 112% |
| Returns for 3 years | 43.86 | 36.79 | 119% |
| Returns for 5 years | 87.94 | 74.84 | 117% |
| Returns for 10 years | 195.83 | 180.79 | 108% |
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