SWPPX
Price
$17.75
Change
-$0.10 (-0.56%)
Updated
Jan 14 closing price
Net Assets
133.58B
VTSAX
Price
$165.95
Change
-$0.73 (-0.44%)
Updated
Jan 14 closing price
Net Assets
2.06T
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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$17.75
Change-$0.10 (-0.56%)
VolumeN/A
Net Assets133.58B
Vanguard Total Stock Mkt Idx Adm
Price$165.95
Change-$0.73 (-0.44%)
VolumeN/A
Net Assets2.06T
SWPPX vs VTSAX Comparison Chart in %
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SWPPX vs. VTSAX commentary
Jan 15, 2026

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 Hold and VTSAX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. SWPPX (134B). VTSAX (1.11) and SWPPX (1.11) have matching dividends . SWPPX was incepted earlier than VTSAX: SWPPX (29 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 : 20.01 vs. VTSAX (18.30). SWPPX return over 5 years is better than : 137.75 vs. VTSAX (73.66).
SWPPXVTSAXSWPPX / VTSAX
Total Expense Ratio0.020.0450%
Annual Report Gross Expense Ratio0.020.0450%
Fund Existence29 years25 years-
Gain YTD1.1971.68571%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets134B2.06T7%
Annual Yield % from dividends1.111.11100%
Returns for 1 year20.0118.30109%
Returns for 3 years107.5270.93152%
Returns for 5 years137.7573.66187%
Returns for 10 years432.73271.16160%
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