SWPPX
Price
$17.74
Change
+$0.34 (+1.95%)
Updated
Feb 3 closing price
Net Assets
133.4B
VTSMX
Price
$165.41
Change
+$4.46 (+2.77%)
Updated
Feb 3 closing price
Net Assets
2.06T
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SWPPX vs VTSMX

Header iconSWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMXBanner chart's image
Schwab® S&P 500 Index
Price$17.74
Change+$0.34 (+1.95%)
VolumeN/A
Net Assets133.4B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
SWPPX vs VTSMX Comparison Chart in %
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SWPPX vs. VTSMX commentary
Feb 04, 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 Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SWPPX (133B). SWPPX pays higher dividends than VTSMX: SWPPX (1.09) vs VTSMX (1.00). SWPPX was incepted earlier than VTSMX: SWPPX (29 years) vs VTSMX (34 years). VTSMX (0.14) is less costly to investors than SWPPX (0.02). SWPPX (2.00) and VTSMX (2.00) have comparable annual turnover. SWPPX has a lower initial minimum investment than VTSMX: SWPPX (0) vs VTSMX (3000). SWPPX annual gain was more profitable for investors over the last year : 16.87 vs. VTSMX (14.79). SWPPX return over 5 years is better than : 131.12 vs. VTSMX (68.19).
SWPPXVTSMXSWPPX / VTSMX
Total Expense Ratio0.020.1414%
Annual Report Gross Expense Ratio0.020.1414%
Fund Existence29 years34 years-
Gain YTD1.1401.37383%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets133B2.06T6%
Annual Yield % from dividends1.091.00109%
Returns for 1 year16.8714.79114%
Returns for 3 years100.4363.99157%
Returns for 5 years131.1268.19192%
Returns for 10 years432.06270.18160%
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