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SWRSX vs VAIPX
SWRSX vs VAIPX Comparison
Open Charts SWRSX vs VAIPX
Schwab Treasury Infl Protected Secs Idx
Price$10.39
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.55B
Vanguard Inflation-Protected Secs Adm
Price$23.33
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets27.15B
SWRSX vs VAIPX Comparison Chart in %
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SWRSX vs. VAIPX commentary
Jun 21, 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 SWRSX is a Hold and VAIPX is a Hold.
FUNDAMENTALS
Fundamentals
VAIPX has more cash in the bank: 27.1B vs. SWRSX (2.55B). VAIPX pays higher dividends than SWRSX: VAIPX (4.16) vs SWRSX (3.83). SWRSX was incepted earlier than VAIPX: SWRSX (19 years) vs VAIPX (20 years). VAIPX (0.10) is less costly to investors than SWRSX (0.05). VAIPX is a more actively managed with annual turnover of: 75.00 vs. SWRSX (31.00). SWRSX has a lower initial minimum investment than VAIPX: SWRSX (0) vs VAIPX (50000). SWRSX (4.52) and VAIPX (4.32) have marching annual gain over last year. VAIPX return over 5 years is better than : 7.20 vs. SWRSX (6.39).
| SWRSX | VAIPX | SWRSX / VAIPX | |
| Total Expense Ratio | 0.05 | 0.10 | 50% |
| Annual Report Gross Expense Ratio | 0.05 | 0.10 | 50% |
| Fund Existence | 19 years | 20 years | - |
| Gain YTD | 3.832 | 3.647 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 27.1B | 9% |
| Annual Yield % from dividends | 3.83 | 4.16 | 92% |
| Returns for 1 year | 4.52 | 4.32 | 105% |
| Returns for 3 years | 4.80 | 5.19 | 93% |
| Returns for 5 years | 6.39 | 7.20 | 89% |
| Returns for 10 years | 26.76 | 26.38 | 101% |
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