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SWRSX vs VIPIX
SWRSX vs VIPIX Comparison
Open Charts SWRSX vs VIPIX
Schwab Treasury Infl Protected Secs Idx
Price$10.39
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets2.55B
Vanguard Inflation-Protected Secs I
Price$9.50
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets27.15B
SWRSX vs VIPIX Comparison Chart in %
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SWRSX vs. VIPIX 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 VIPIX is a Hold.
FUNDAMENTALS
Fundamentals
VIPIX has more cash in the bank: 27.1B vs. SWRSX (2.55B). VIPIX pays higher dividends than SWRSX: VIPIX (4.19) vs SWRSX (3.83). 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 (4.52) and VIPIX (4.31) have marching annual gain over last year. VIPIX return over 5 years is better than : 7.32 vs. SWRSX (6.39).
| 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 | 3.832 | 3.661 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 27.1B | 9% |
| Annual Yield % from dividends | 3.83 | 4.19 | 91% |
| Returns for 1 year | 4.52 | 4.31 | 105% |
| Returns for 3 years | 4.80 | 5.19 | 93% |
| Returns for 5 years | 6.39 | 7.32 | 87% |
| Returns for 10 years | 26.76 | 26.71 | 100% |
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