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SWPPX vs VTSAX
SWPPX vs VTSAX Comparison
Open Charts SWPPX vs VTSAX
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.
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).
| SWPPX | VTSAX | SWPPX / VTSAX | |
| Total Expense Ratio | 0.02 | 0.04 | 50% |
| Annual Report Gross Expense Ratio | 0.02 | 0.04 | 50% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 7.489 | 6.416 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.82T | 7% |
| Annual Yield % from dividends | 1.16 | 1.21 | 96% |
| Returns for 1 year | 14.91 | 13.89 | 107% |
| Returns for 3 years | 68.95 | 62.12 | 111% |
| Returns for 5 years | 108.76 | 95.62 | 114% |
| Returns for 10 years | 215.34 | 198.69 | 108% |
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