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SWPPX or VFIAX or VLCAX
SWPPX vs VFIAX vs VLCAX Comparison
Open Charts SWPPX vs VFIAX vs VLCAX
Vanguard 500 Index Admiral
Price$588.72
Change-$1.42 (-0.24%)
VolumeN/A
Net Assets1.33T
Vanguard Large Cap Index Admiral
Price$148.27
Change-$0.36 (-0.24%)
VolumeN/A
Net Assets62.86B
SWPPX vs VFIAX vs VLCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. SWPPX (122B) and VLCAX (62.9B). VFIAX (1.18), VLCAX (1.15) and SWPPX (1.13) have matching dividends . SWPPX was incepted earlier than VFIAX and VLCAX: SWPPX (28 years) vs VFIAX (25 years) and VLCAX (22 years). VLCAX (0.05) is less costly to investors than VFIAX (0.04) and SWPPX (0.02). SWPPX (2.00), VFIAX (2.00) and VLCAX (2.00) have comparable annual turnover. SWPPX has a lower initial minimum investment than VFIAX and VLCAX: SWPPX (0) vs VFIAX (3000) and VLCAX (3000). SWPPX and VLCAX annual gain was more profitable for investors over the last year : 21.12 and 20.47 vs. VFIAX (19.62). SWPPX return over 5 years is better than : 96.55 vs. VFIAX (89.10) and VLCAX (88.24).
| SWPPX | VFIAX | VLCAX | |
| Total Expense Ratio | 0.02 | 0.04 | 0.05 |
| Annual Report Gross Expense Ratio | 0.02 | 0.04 | 0.05 |
| Fund Existence | 28 years | 25 years | 22 years |
| Gain YTD | 9.449 | 8.754 | 9.178 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 3000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 122B | 1.33T | 62.9B |
| Annual Yield % from dividends | 1.13 | 1.18 | 1.15 |
| Returns for 1 year | 21.12 | 19.62 | 20.47 |
| Returns for 3 years | 53.49 | 49.31 | 50.49 |
| Returns for 5 years | 96.55 | 89.10 | 88.24 |
| Returns for 10 years | 216.92 | 205.50 | 206.10 |
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