SWPPX
Price
$98.76
Change
+$0.39 (+0.40%)
Updated
Jul 25 closing price
Net Assets
121.57B
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$98.76
Change+$0.39 (+0.40%)
VolumeN/A
Net Assets121.57B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SWPPX vs VTSMX Comparison Chart in %
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SWPPX vs. VTSMX commentary
Jul 27, 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SWPPX (122B). SWPPX (1.16) and VTSMX (1.12) have matching dividends . SWPPX was incepted earlier than VTSMX: SWPPX (28 years) vs VTSMX (33 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 : 19.88 vs. VTSMX (17.75). SWPPX return over 5 years is better than : 106.67 vs. VTSMX (93.51).
SWPPXVTSMXSWPPX / VTSMX
Total Expense Ratio0.020.1414%
Annual Report Gross Expense Ratio0.020.1414%
Fund Existence28 years33 years-
Gain YTD9.4058.287113%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets122B1.91T6%
Annual Yield % from dividends1.161.12104%
Returns for 1 year19.8817.75112%
Returns for 3 years67.6560.60112%
Returns for 5 years106.6793.51114%
Returns for 10 years216.98200.97108%
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