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SWPRX vs VTTSX
SWPRX vs VTTSX Comparison Chart
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SWPRX vs. VTTSX commentary
Apr 27, 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: 30.4B vs. SWPRX (92.7M). VTTSX pays higher dividends than SWPRX: VTTSX (2.15) vs SWPRX (1.74). SWPRX was incepted earlier than VTTSX: SWPRX (9 years) vs VTTSX (13 years). SWPRX (0.73) 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 : 8.55 vs. SWPRX (7.75). VTTSX (59.55) and SWPRX (59.53) have equivalent 5 years return.
| SWPRX | VTTSX | SWPRX / VTTSX | |
| Total Expense Ratio | 0.58 | 0.08 | 725% |
| Annual Report Gross Expense Ratio | 0.73 | 0.08 | 913% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | -1.096 | -0.507 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 92.7M | 30.4B | 0% |
| Annual Yield % from dividends | 1.74 | 2.15 | 81% |
| Returns for 1 year | 7.75 | 8.55 | 91% |
| Returns for 3 years | 17.14 | 23.33 | 73% |
| Returns for 5 years | 59.53 | 59.55 | 100% |
| Returns for 10 years | N/A | 79.96 | - |
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