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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
SWPPX vs VTSMX Comparison Chart in %
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SWPPX vs. VTSMX commentary
Jun 03, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.2T vs. SWPPX (145B). SWPPX pays higher dividends than VTSMX: SWPPX (1.00) vs VTSMX (0.93). SWPPX was incepted earlier than VTSMX: SWPPX (29 years) vs VTSMX (34 years). VTSMX (0.06) is less costly to investors than SWPPX (0.02). SWPPX (3.00) and VTSMX (3.00) have comparable annual turnover. SWPPX (0) and VTSMX (0) have matching initial minimum investment requirements. SWPPX (29.52) and VTSMX (28.26) have marching annual gain over last year. SWPPX return over 5 years is better than : 134.10 vs. VTSMX (72.41).
| SWPPX | VTSMX | SWPPX / VTSMX | |
| Total Expense Ratio | 0.02 | 0.06 | 33% |
| Annual Report Gross Expense Ratio | 0.02 | 0.06 | 33% |
| Fund Existence | 29 years | 34 years | - |
| Gain YTD | 11.517 | 11.384 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145B | 2.2T | 7% |
| Annual Yield % from dividends | 1.00 | 0.93 | 107% |
| Returns for 1 year | 29.52 | 28.26 | 104% |
| Returns for 3 years | 112.12 | 76.02 | 147% |
| Returns for 5 years | 134.10 | 72.41 | 185% |
| Returns for 10 years | 421.54 | 259.99 | 162% |
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