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SWPPX vs VTSAX
SWPPX vs VTSAX Comparison
Open Charts SWPPX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SWPPX vs VTSAX Comparison Chart
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SWPPX vs. VTSAX commentary
Nov 18, 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 StrongSell and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. SWPPX (108B). 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 (31.99) and VTSAX (30.54) have marching annual gain over last year. SWPPX return over 5 years is better than : 96.23 vs. VTSAX (83.75).
| 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 | 24.514 | 22.422 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.73T | 6% |
| Annual Yield % from dividends | 1.29 | 1.35 | 96% |
| Returns for 1 year | 31.99 | 30.54 | 105% |
| Returns for 3 years | 28.55 | 19.92 | 143% |
| Returns for 5 years | 96.23 | 83.75 | 115% |
| Returns for 10 years | 193.05 | 186.74 | 103% |
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