SWPPX
Price
$85.14
Change
+$0.62 (+0.73%)
Updated
Apr 25 closing price
Net Assets
104.11B
VTSAX
Price
$131.81
Change
+$0.88 (+0.67%)
Updated
Apr 25 closing price
Net Assets
1.7T
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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$85.14
Change+$0.62 (+0.73%)
VolumeN/A
Net Assets104.11B
Vanguard Total Stock Mkt Idx Adm
Price$131.81
Change+$0.88 (+0.67%)
VolumeN/A
Net Assets1.7T
SWPPX vs VTSAX Comparison Chart
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SWPPX vs. VTSAX commentary
Apr 28, 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: 1.7T vs. SWPPX (104B). VTSAX pays higher dividends than SWPPX: VTSAX (1.35) vs SWPPX (1.28). SWPPX was incepted earlier than VTSAX: SWPPX (28 years) vs VTSAX (24 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 : 10.90 vs. VTSAX (8.69). SWPPX return over 5 years is better than : 102.95 vs. VTSAX (91.96).
SWPPXVTSAXSWPPX / VTSAX
Total Expense Ratio0.020.0450%
Annual Report Gross Expense Ratio0.020.0450%
Fund Existence28 years24 years-
Gain YTD-5.683-6.50887%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets104B1.7T6%
Annual Yield % from dividends1.281.3595%
Returns for 1 year10.908.69125%
Returns for 3 years36.3129.73122%
Returns for 5 years102.9591.96112%
Returns for 10 years171.79156.95109%
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