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SWRSX vs VIPSX
SWRSX vs VIPSX Comparison
Open Charts SWRSX vs VIPSX
Schwab Treasury Infl Protected Secs Idx
Price$10.53
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets2.76B
Vanguard Inflation-Protected Secs I
Price$12.04
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets27.58B
SWRSX vs VIPSX Comparison Chart in %
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SWRSX vs. VIPSX commentary
Oct 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 VIPSX is a Hold.
FUNDAMENTALS
Fundamentals
VIPSX has more cash in the bank: 27.6B vs. SWRSX (2.76B). VIPSX pays higher dividends than SWRSX: VIPSX (3.97) vs SWRSX (3.58). SWRSX was incepted earlier than VIPSX: SWRSX (20 years) vs VIPSX (25 years). VIPSX (0.20) is less costly to investors than SWRSX (0.05). VIPSX is a more actively managed with annual turnover of: 75.00 vs. SWRSX (31.00). SWRSX has a lower initial minimum investment than VIPSX: SWRSX (0) vs VIPSX (3000). SWRSX (5.28) and VIPSX (5.08) have marching annual gain over last year. VIPSX (7.07) and SWRSX (6.75) have equivalent 5 years return.
| SWRSX | VIPSX | SWRSX / VIPSX | |
| Total Expense Ratio | 0.05 | 0.20 | 25% |
| Annual Report Gross Expense Ratio | 0.05 | 0.20 | 25% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 7.518 | 7.365 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 27.6B | 10% |
| Annual Yield % from dividends | 3.58 | 3.97 | 90% |
| Returns for 1 year | 5.28 | 5.08 | 104% |
| Returns for 3 years | 14.64 | 15.01 | 98% |
| Returns for 5 years | 6.75 | 7.07 | 95% |
| Returns for 10 years | 31.50 | 29.89 | 105% |
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