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SWPPX vs VTSAX
SWPPX vs VTSAX Comparison
Open Charts SWPPX vs VTSAX
SWPPX vs VTSAX Comparison Chart in %
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SWPPX vs. VTSAX commentary
Aug 11, 2026
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.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.29T vs. SWPPX (150B). VTSAX (1.05) and SWPPX (1.01) have matching dividends . SWPPX was incepted earlier than VTSAX: SWPPX (29 years) vs VTSAX (26 years). VTSAX (0.04) is less costly to investors than SWPPX (0.02). SWPPX (3.00) and VTSAX (3.00) have comparable annual turnover. SWPPX has a lower initial minimum investment than VTSAX: SWPPX (0) vs VTSAX (3000). SWPPX (22.80) and VTSAX (22.12) have marching annual gain over last year. SWPPX return over 5 years is better than : 125.19 vs. VTSAX (67.27).
| SWPPX | VTSAX | SWPPX / VTSAX | |
| Total Expense Ratio | 0.02 | 0.04 | 50% |
| Annual Report Gross Expense Ratio | 0.02 | 0.04 | 50% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 14.025 | 13.947 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 150B | 2.29T | 7% |
| Annual Yield % from dividends | 1.01 | 1.05 | 96% |
| Returns for 1 year | 22.80 | 22.12 | 103% |
| Returns for 3 years | 107.56 | 72.68 | 148% |
| Returns for 5 years | 125.19 | 67.27 | 186% |
| Returns for 10 years | 410.64 | 254.44 | 161% |
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