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SWPPX or VFIAX or VTIAX
SWPPX vs VFIAX vs VTIAX Comparison
Open Charts SWPPX vs VFIAX vs VTIAX
SWPPX vs VFIAX vs VTIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. VTIAX (652B) and SWPPX (141B). VTIAX pays higher dividends than VFIAX and SWPPX: VTIAX (2.63) vs VFIAX (1.02) and SWPPX (1.00). SWPPX was incepted earlier than VFIAX and VTIAX: SWPPX (29 years) vs VFIAX (26 years) and VTIAX (16 years). VTIAX (0.09) is less costly to investors than VFIAX (0.04) and SWPPX (0.02). VTIAX is a more actively managed with annual turnover of: 4.00 vs. SWPPX (3.00) and VFIAX (2.00). SWPPX has a lower initial minimum investment than VFIAX and VTIAX: SWPPX (0) vs VFIAX (3000) and VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 24.90 vs. SWPPX (21.24) and VFIAX (19.84). SWPPX return over 5 years is better than : 122.13 vs. VFIAX (72.02) and VTIAX (33.77).
| SWPPX | VFIAX | VTIAX | |
| Total Expense Ratio | 0.02 | 0.04 | 0.09 |
| Annual Report Gross Expense Ratio | 0.02 | 0.04 | 0.09 |
| Fund Existence | 29 years | 26 years | 16 years |
| Gain YTD | 8.096 | 7.755 | 12.808 |
| 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 | 141B | 1.7T | 652B |
| Annual Yield % from dividends | 1.00 | 1.02 | 2.63 |
| Returns for 1 year | 21.24 | 19.84 | 24.90 |
| Returns for 3 years | 100.96 | 68.16 | 57.17 |
| Returns for 5 years | 122.13 | 72.02 | 33.77 |
| Returns for 10 years | 420.50 | 263.09 | 113.44 |
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