SWPPX
Price
$16.63
Change
-$0.05 (-0.30%)
Updated
Aug 15 closing price
Net Assets
122.96B
VTSAX
Price
$154.04
Change
-$0.41 (-0.27%)
Updated
Aug 15 closing price
Net Assets
1.91T
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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$16.63
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets122.96B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SWPPX vs VTSAX Comparison Chart in %
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SWPPX vs. VTSAX commentary
Aug 18, 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 StrongBuy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SWPPX (123B). VTSAX (1.18) and SWPPX (1.13) 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 : 25.36 vs. VTSAX (16.22). SWPPX return over 5 years is better than : 143.91 vs. VTSAX (85.86).
SWPPXVTSAXSWPPX / VTSAX
Total Expense Ratio0.020.0450%
Annual Report Gross Expense Ratio0.020.0450%
Fund Existence28 years25 years-
Gain YTD10.5359.275114%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets123B1.91T6%
Annual Yield % from dividends1.131.1896%
Returns for 1 year25.3616.22156%
Returns for 3 years77.3546.82165%
Returns for 5 years143.9185.86168%
Returns for 10 years333.62203.17164%
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