Interact to see
Advertisement
Advertisement
SWRSX vs VIPIX
SWRSX vs VIPIX Comparison
Open Charts SWRSX vs VIPIX
Schwab Treasury Infl Protected Secs Idx
Price$10.61
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets2.73B
Vanguard Inflation-Protected Secs I
Price$9.71
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets27.61B
SWRSX vs VIPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWRSX vs. VIPIX commentary
Sep 09, 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 VIPIX is a Hold.
FUNDAMENTALS
Fundamentals
VIPIX has more cash in the bank: 27.6B vs. SWRSX (2.73B). VIPIX pays higher dividends than SWRSX: VIPIX (3.95) vs SWRSX (3.49). SWRSX was incepted earlier than VIPIX: SWRSX (19 years) vs VIPIX (22 years). VIPIX (0.07) is less costly to investors than SWRSX (0.05). VIPIX is a more actively managed with annual turnover of: 75.00 vs. SWRSX (31.00). SWRSX has a lower initial minimum investment than VIPIX: SWRSX (0) vs VIPIX (5000000). SWRSX (4.89) and VIPIX (4.77) have marching annual gain over last year. VIPIX return over 5 years is better than : 7.23 vs. SWRSX (6.21).
| SWRSX | VIPIX | SWRSX / VIPIX | |
| Total Expense Ratio | 0.05 | 0.07 | 71% |
| Annual Report Gross Expense Ratio | 0.05 | 0.07 | 71% |
| Fund Existence | 19 years | 22 years | - |
| Gain YTD | 7.062 | 7.113 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 27.6B | 10% |
| Annual Yield % from dividends | 3.49 | 3.95 | 88% |
| Returns for 1 year | 4.89 | 4.77 | 103% |
| Returns for 3 years | 8.22 | 9.06 | 91% |
| Returns for 5 years | 6.21 | 7.23 | 86% |
| Returns for 10 years | 31.31 | 31.43 | 100% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LBO | 31.38 | 0.20 | +0.64% |
| WHITEWOLF Publicly Listed Priv Eq ETF | |||
| IBMT | 25.85 | 0.08 | +0.31% |
| iShares iBonds Dec 2031 Term Muni Bd ETF | |||
| SPBO | 29.62 | 0.09 | +0.30% |
| SPDR® Portfolio Corporate Bond ETF | |||
| EFT | 12.04 | 0.02 | +0.17% |
| Eaton Vance Floating-Rate Income Trust | |||
| EMCB | 66.55 | 0.01 | +0.01% |
| WisdomTree Emerging Markets Corp Bd ETF | |||