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SWRSX vs VIPIX
SWRSX vs VIPIX Comparison
Open Charts SWRSX vs VIPIX
Schwab Treasury Infl Protected Secs Idx
Price$10.53
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.79B
Vanguard Inflation-Protected Secs I
Price$9.63
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets27.58B
SWRSX vs VIPIX Comparison Chart in %
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SWRSX vs. VIPIX commentary
Oct 22, 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 (2.79B). VIPIX pays higher dividends than SWRSX: VIPIX (4.11) vs SWRSX (3.58). SWRSX was incepted earlier than VIPIX: SWRSX (20 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). VIPIX annual gain was more profitable for investors over the last year : 6.02 vs. SWRSX (5.28). VIPIX return over 5 years is better than : 8.08 vs. SWRSX (6.75).
| SWRSX | VIPIX | SWRSX / VIPIX | |
| Total Expense Ratio | 0.05 | 0.07 | 71% |
| Annual Report Gross Expense Ratio | 0.05 | 0.07 | 71% |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 7.518 | 7.612 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 27.6B | 10% |
| Annual Yield % from dividends | 3.58 | 4.11 | 87% |
| Returns for 1 year | 5.28 | 6.02 | 88% |
| Returns for 3 years | 14.64 | 15.51 | 94% |
| Returns for 5 years | 6.75 | 8.08 | 84% |
| Returns for 10 years | 31.50 | 31.67 | 99% |
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