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SWRSX vs VIPSX
SWRSX vs VIPSX Comparison
Open Charts SWRSX vs VIPSX
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$12.14
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets27.61B
SWRSX vs VIPSX Comparison Chart in %
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SWRSX vs. VIPSX 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 VIPSX is a Hold.
FUNDAMENTALS
Fundamentals
VIPSX has more cash in the bank: 27.6B vs. SWRSX (2.73B). VIPSX pays higher dividends than SWRSX: VIPSX (3.82) vs SWRSX (3.49). 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 : 4.89 vs. VIPSX (4.58). VIPSX (6.52) and SWRSX (6.21) 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 | 19 years | 25 years | - |
| Gain YTD | 7.062 | 6.949 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.73B | 27.6B | 10% |
| Annual Yield % from dividends | 3.49 | 3.82 | 91% |
| Returns for 1 year | 4.89 | 4.58 | 107% |
| Returns for 3 years | 8.22 | 8.59 | 96% |
| Returns for 5 years | 6.21 | 6.52 | 95% |
| Returns for 10 years | 31.31 | 29.78 | 105% |
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