Interact to see
Advertisement
Advertisement
SWRSX vs VIPSX
SWRSX vs VIPSX Comparison
Open Charts SWRSX vs VIPSX
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$11.88
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets27.15B
SWRSX vs VIPSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWRSX vs. VIPSX 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 VIPSX is a Hold.
FUNDAMENTALS
Fundamentals
VIPSX has more cash in the bank: 27.1B vs. SWRSX (2.55B). VIPSX pays higher dividends than SWRSX: VIPSX (4.06) vs SWRSX (3.83). SWRSX was incepted earlier than VIPSX: SWRSX (19 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 annual gain was more profitable for investors over the last year : 4.52 vs. VIPSX (4.26). VIPSX return over 5 years is better than : 6.72 vs. SWRSX (6.39).
| SWRSX | VIPSX | SWRSX / VIPSX | |
| Total Expense Ratio | 0.05 | 0.20 | 25% |
| Annual Report Gross Expense Ratio | 0.05 | 0.20 | 25% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 3.832 | 3.644 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 27.1B | 9% |
| Annual Yield % from dividends | 3.83 | 4.06 | 94% |
| Returns for 1 year | 4.52 | 4.26 | 106% |
| Returns for 3 years | 4.80 | 4.86 | 99% |
| Returns for 5 years | 6.39 | 6.72 | 95% |
| Returns for 10 years | 26.76 | 25.20 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement