Interact to see
Advertisement
Advertisement
SWPPX vs VTSAX
SWPPX vs VTSAX Comparison
Open Charts SWPPX vs VTSAX
SWPPX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWPPX vs. VTSAX commentary
Sep 02, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.29T vs. SWPPX (149B). VTSAX (1.02) and SWPPX (0.98) 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 annual gain was more profitable for investors over the last year : 20.69 vs. VTSAX (18.96). SWPPX return over 5 years is better than : 120.05 vs. VTSAX (62.04).
| 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 | 13.455 | 12.806 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 2.29T | 7% |
| Annual Yield % from dividends | 0.98 | 1.02 | 96% |
| Returns for 1 year | 20.69 | 18.96 | 109% |
| Returns for 3 years | 103.89 | 68.79 | 151% |
| Returns for 5 years | 120.05 | 62.04 | 194% |
| Returns for 10 years | 408.38 | 250.12 | 163% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement