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SWPPX or VFIAX or VLCAX
SWPPX vs VFIAX vs VLCAX Comparison
Open Charts SWPPX vs VFIAX vs VLCAX
SWPPX vs VFIAX vs VLCAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. SWPPX (142B) and VLCAX (74.7B). VFIAX and SWPPX pays higher dividends than VLCAX: VFIAX (1.02) and SWPPX (1.00) vs VLCAX (0.96). SWPPX was incepted earlier than VFIAX and VLCAX: SWPPX (29 years) vs VFIAX (26 years) and VLCAX (22 years). VLCAX (0.05) is less costly to investors than VFIAX (0.04) and SWPPX (0.02). SWPPX and VLCAX is a more actively managed with annual turnover of: 3.00 and 3.00 vs. VFIAX (2.00). SWPPX has a lower initial minimum investment than VFIAX and VLCAX: SWPPX (0) vs VFIAX (3000) and VLCAX (3000). SWPPX annual gain was more profitable for investors over the last year : 27.03 vs. VLCAX (25.33) and VFIAX (24.06). SWPPX return over 5 years is better than : 132.96 vs. VFIAX (78.24) and VLCAX (77.33).
| 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 | 29 years | 26 years | 22 years |
| Gain YTD | 10.319 | 8.659 | 9.782 |
| 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 | 142B | 1.7T | 74.7B |
| Annual Yield % from dividends | 1.00 | 1.02 | 0.96 |
| Returns for 1 year | 27.03 | 24.06 | 25.33 |
| Returns for 3 years | 103.68 | 68.40 | 71.55 |
| Returns for 5 years | 132.96 | 78.24 | 77.33 |
| Returns for 10 years | 422.49 | 258.26 | 265.91 |
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