SWPPX
Price
$97.03
Change
+$0.82 (+0.85%)
Updated
Jul 3 closing price
Net Assets
119.12B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SWPPX vs VTSAX

Header iconSWPPX vs VTSAX Comparison
Open Charts SWPPX vs VTSAXBanner chart's image
Schwab® S&P 500 Index
Price$97.03
Change+$0.82 (+0.85%)
VolumeN/A
Net Assets119.12B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SWPPX vs VTSAX Comparison Chart in %
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SWPPX vs. VTSAX commentary
Jul 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SWPPX is a Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SWPPX (119B). VTSAX (1.21) and SWPPX (1.16) have matching dividends . SWPPX was incepted earlier than VTSAX: SWPPX (28 years) vs VTSAX (25 years). VTSAX (0.04) is less costly to investors than SWPPX (0.02). SWPPX (2.00) and VTSAX (2.00) have comparable annual turnover. SWPPX has a lower initial minimum investment than VTSAX: SWPPX (0) vs VTSAX (3000). SWPPX annual gain was more profitable for investors over the last year : 14.91 vs. VTSAX (13.89). SWPPX return over 5 years is better than : 108.76 vs. VTSAX (95.62).
SWPPXVTSAXSWPPX / VTSAX
Total Expense Ratio0.020.0450%
Annual Report Gross Expense Ratio0.020.0450%
Fund Existence28 years25 years-
Gain YTD7.4896.416117%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets119B1.82T7%
Annual Yield % from dividends1.161.2196%
Returns for 1 year14.9113.89107%
Returns for 3 years68.9562.12111%
Returns for 5 years108.7695.62114%
Returns for 10 years215.34198.69108%
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