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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
Jun 24, 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: 2.31T vs. SWPPX (143B). VTSAX (1.00) and SWPPX (1.00) 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 (27.14) and VTSAX (26.18) have marching annual gain over last year. SWPPX return over 5 years is better than : 128.43 vs. VTSAX (68.77).
| 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 | 10.148 | 10.396 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.31T | 6% |
| Annual Yield % from dividends | 1.00 | 1.00 | 99% |
| Returns for 1 year | 27.14 | 26.18 | 104% |
| Returns for 3 years | 106.18 | 72.62 | 146% |
| Returns for 5 years | 128.43 | 68.77 | 187% |
| Returns for 10 years | 430.22 | 269.62 | 160% |
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