SWPPX
Price
$95.75
Change
-$0.11 (-0.11%)
Updated
Jul 1 closing price
Net Assets
117.61B
VTSAX
Price
$147.93
Change
-$0.08 (-0.05%)
Updated
Jul 1 closing price
Net Assets
1.82T
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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$95.75
Change-$0.11 (-0.11%)
VolumeN/A
Net Assets117.61B
Vanguard Total Stock Mkt Idx Adm
Price$147.93
Change-$0.08 (-0.05%)
VolumeN/A
Net Assets1.82T
SWPPX vs VTSAX Comparison Chart in %
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SWPPX vs. VTSAX commentary
Jul 02, 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: 1.82T vs. SWPPX (118B). 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 : 14.53 vs. VTSAX (13.46). SWPPX return over 5 years is better than : 106.15 vs. VTSAX (93.47).
SWPPXVTSAXSWPPX / VTSAX
Total Expense Ratio0.020.0450%
Annual Report Gross Expense Ratio0.020.0450%
Fund Existence28 years25 years-
Gain YTD5.6394.741119%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets118B1.82T6%
Annual Yield % from dividends1.161.2196%
Returns for 1 year14.5313.46108%
Returns for 3 years66.0459.56111%
Returns for 5 years106.1593.47114%
Returns for 10 years208.68192.98108%
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