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SWPRX vs VTTSX
SWPRX vs VTTSX Comparison Chart
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SWPRX vs. VTTSX commentary
Feb 24, 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: 31B vs. SWPRX (94.3M). VTTSX pays higher dividends than SWPRX: VTTSX (2.00) vs SWPRX (1.68). SWPRX was incepted earlier than VTTSX: SWPRX (9 years) vs VTTSX (13 years). SWPRX is a more actively managed with annual turnover of: 4.00 vs. VTTSX (1.00). SWPRX has a lower initial minimum investment than VTTSX: SWPRX (0) vs VTTSX (1000). VTTSX (12.56) and SWPRX (12.18) have marching annual gain over last year. VTTSX return over 5 years is better than : 40.19 vs. SWPRX (37.30).
| SWPRX | VTTSX | SWPRX / VTTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.611 | 3.493 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 94.3M | 31B | 0% |
| Annual Yield % from dividends | 1.68 | 2.00 | 84% |
| Returns for 1 year | 12.18 | 12.56 | 97% |
| Returns for 3 years | 15.74 | 21.33 | 74% |
| Returns for 5 years | 37.30 | 40.19 | 93% |
| Returns for 10 years | N/A | 90.58 | - |
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