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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
Jul 15, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.3T vs. SWPPX (145B). VTSAX (1.04) 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 (22.46) and VTSAX (21.47) have marching annual gain over last year. SWPPX return over 5 years is better than : 123.75 vs. VTSAX (66.46).
| 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 | 11.345 | 11.207 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 2.3T | 6% |
| Annual Yield % from dividends | 1.01 | 1.04 | 96% |
| Returns for 1 year | 22.46 | 21.47 | 105% |
| Returns for 3 years | 101.02 | 67.00 | 151% |
| Returns for 5 years | 123.75 | 66.46 | 186% |
| Returns for 10 years | 404.70 | 250.48 | 162% |
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