SWPPX
Price
$95.75
Change
-$0.11 (-0.11%)
Updated
Jul 1 closing price
Net Assets
117.61B
SWSSX
Price
$35.42
Change
+$0.33 (+0.94%)
Updated
Jul 1 closing price
Net Assets
6.45B
VTSAX
Price
$147.93
Change
-$0.08 (-0.05%)
Updated
Jul 1 closing price
Net Assets
1.82T
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SWPPX or SWSSX or VTSAX

Header iconSWPPX vs SWSSX vs VTSAX Comparison
Open Charts SWPPX vs SWSSX vs VTSAXBanner chart's image
Schwab® S&P 500 Index
Price$95.75
Change-$0.11 (-0.11%)
VolumeN/A
Net Assets117.61B
Schwab Small Cap Index
Price$35.42
Change+$0.33 (+0.94%)
VolumeN/A
Net Assets6.45B
Vanguard Total Stock Mkt Idx Adm
Price$147.93
Change-$0.08 (-0.05%)
VolumeN/A
Net Assets1.82T
SWPPX vs SWSSX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SWPPX (118B) and SWSSX (6.45B). SWSSX pays higher dividends than VTSAX and SWPPX: SWSSX (1.69) vs VTSAX (1.21) and SWPPX (1.16). SWPPX was incepted earlier than SWSSX and VTSAX: SWPPX (28 years) vs SWSSX (28 years) and VTSAX (25 years). SWSSX (0.04) and VTSAX (0.04) is less costly to investors than SWPPX (0.02). SWSSX is a more actively managed with annual turnover of: 15.00 vs. SWPPX (2.00) and VTSAX (2.00). SWPPX and SWSSX has a lower initial minimum investment than VTSAX: SWPPX (0) and SWSSX (0) vs VTSAX (3000). SWPPX annual gain was more profitable for investors over the last year : 14.53 vs. VTSAX (13.46) and SWSSX (7.59). SWPPX return over 5 years is better than : 106.15 vs. VTSAX (93.47) and SWSSX (46.55).
SWPPXSWSSXVTSAX
Total Expense Ratio0.020.040.04
Annual Report Gross Expense Ratio0.020.040.04
Fund Existence28 years28 years25 years
Gain YTD5.639-1.8764.741
Front LoadN/AN/AN/A
Min. Initial Investment003000
Min. Initial Investment IRAN/AN/AN/A
Net Assets118B6.45B1.82T
Annual Yield % from dividends1.161.691.21
Returns for 1 year14.537.5913.46
Returns for 3 years66.0430.3959.56
Returns for 5 years106.1546.5593.47
Returns for 10 years208.6836.02192.98
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