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SWPRX vs VTTSX
SWPRX vs VTTSX Comparison Chart in %
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SWPRX vs. VTTSX commentary
Jun 30, 2025
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 SWPRX is a Hold and VTTSX is a Hold.
FUNDAMENTALS
Fundamentals
VTTSX has more cash in the bank: 33.1B vs. SWPRX (105M). VTTSX pays higher dividends than SWPRX: VTTSX (2.03) vs SWPRX (1.64). SWPRX was incepted earlier than VTTSX: SWPRX (9 years) vs VTTSX (13 years). SWPRX (0.68) is less costly to investors than VTTSX (0.08). SWPRX is a more actively managed with annual turnover of: 2.00 vs. VTTSX (1.00). SWPRX has a lower initial minimum investment than VTTSX: SWPRX (0) vs VTTSX (1000). VTTSX annual gain was more profitable for investors over the last year : 13.02 vs. SWPRX (12.25). VTTSX (61.77) and SWPRX (60.64) have equivalent 5 years return.
| SWPRX | VTTSX | SWPRX / VTTSX | |
| Total Expense Ratio | 0.58 | 0.08 | 725% |
| Annual Report Gross Expense Ratio | 0.68 | 0.08 | 850% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 9.155 | 9.502 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 33.1B | 0% |
| Annual Yield % from dividends | 1.64 | 2.03 | 81% |
| Returns for 1 year | 12.25 | 13.02 | 94% |
| Returns for 3 years | 39.31 | 45.31 | 87% |
| Returns for 5 years | 60.64 | 61.77 | 98% |
| Returns for 10 years | N/A | 104.16 | - |
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