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SWPPX or SWSSX or VTSAX
SWPPX vs SWSSX vs VTSAX Comparison
Open Charts SWPPX vs SWSSX vs VTSAX
SWPPX vs SWSSX vs VTSAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.31T vs. SWPPX (143B) and SWSSX (7.74B). SWSSX pays higher dividends than VTSAX and SWPPX: SWSSX (1.09) vs VTSAX (1.00) and SWPPX (1.00). SWPPX was incepted earlier than SWSSX and VTSAX: SWPPX (29 years) vs SWSSX (29 years) and VTSAX (26 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: 12.00 vs. SWPPX (3.00) and VTSAX (3.00). SWPPX and SWSSX has a lower initial minimum investment than VTSAX: SWPPX (0) and SWSSX (0) vs VTSAX (3000). SWSSX annual gain was more profitable for investors over the last year : 40.12 vs. SWPPX (21.31) and VTSAX (20.88). SWPPX return over 5 years is better than : 122.50 vs. VTSAX (64.66) and SWSSX (27.34).
| SWPPX | SWSSX | VTSAX | |
| Total Expense Ratio | 0.02 | 0.04 | 0.04 |
| Annual Report Gross Expense Ratio | 0.02 | 0.04 | 0.04 |
| Fund Existence | 29 years | 29 years | 26 years |
| Gain YTD | 9.293 | 21.974 | 9.576 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 143B | 7.74B | 2.31T |
| Annual Yield % from dividends | 1.00 | 1.09 | 1.00 |
| Returns for 1 year | 21.31 | 40.12 | 20.88 |
| Returns for 3 years | 99.87 | 66.29 | 67.03 |
| Returns for 5 years | 122.50 | 27.34 | 64.66 |
| Returns for 10 years | 409.43 | 115.49 | 255.44 |
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