Both ASMCX and SWPPX are mutual funds. Below is the comparison between ASMCX and SWPPX.
ASMCX | SWPPX | |
---|---|---|
Security Type | Mutual fund | Mutual fund |
Segment | U.S. Equity: Large Blend | U.S. Equity: Large Blend |
Family | N/A | Schwab Funds |
Net Assets | N/A | $63.57B |
Expense Ratio | N/A | 0.02% |
Management Style | active | passive (index-based) |
Dividend Yield | N/A | 1.35% |
Minimum Investment | $100,000.00 | $1,000.00 |
YTD Return | N/A | -17.67% |
1-Year Return | N/A | -9.96% |
3-Year Return | N/A | 13.01% |
5-Year Return | N/A | 12.35% |
10-Year Return | N/A | 13.80% |
ASMCX
ASMCX description
null
ASMCX performance & returns
YTD Return | N/A |
1-Month Return | N/A |
3-Month Return | N/A |
1-Year Return | N/A |
3-Year Return | N/A |
5-Year Return | N/A |
10-Year Return | N/A |
ASMCX holdings
Top 10 Holdings (22.00% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
S&P500 Emini Fut Dec17 | N/A | 22.00% |
ASMCX pros
The following are ASMCX strengths from our perspective:
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
ASMCX cons
The following are ASMCX weaknesses from our perspective:
- ASMCX net assets are $0.00 million. This fund is not a popular choice with retail investors.
Other relevant ASMCX comparisons
You may also want to check out the following ASMCX comparisons that investors often look for on Finny
- ASMCX vs VSMPX
- ASMCX vs VFIAX
- ASMCX vs VTSAX
- ASMCX vs VIIIX
- ASMCX vs VINIX
- ASMCX vs VFFSX
- ASMCX vs VITSX
- ASMCX vs AIVSX
- ASMCX vs SWPPX
- ASMCX vs ANCFX
SWPPX
SWPPX description
The Fund seeks to track the total return of the S&P 500 Index. The Fund will invest at least 80% of its net assets in these stocks; typically, the actual percentage is considerably higher. The Fund generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does.
SWPPX performance & returns
YTD Return | -17.67% |
1-Month Return | -12.37% |
3-Month Return | -9.96% |
1-Year Return | -9.96% |
3-Year Return | 13.01% |
5-Year Return | 12.35% |
10-Year Return | 13.80% |
SWPPX holdings
Top 10 Holdings (27.71% of Total Assets)
Name | Symbol | % Assets |
---|---|---|
Apple Inc | AAPL | 6.62% |
Microsoft Corp | MSFT | 5.66% |
Amazon.com Inc | AMZN | 4.77% |
Facebook Inc A | FB | 2.24% |
Alphabet Inc A | GOOGL | 1.57% |
Alphabet Inc Class C | GOOG | 1.53% |
Berkshire Hathaway Inc Class B | BRK.B | 1.50% |
Johnson & Johnson | JNJ | 1.39% |
Procter & Gamble Co | PG | 1.23% |
Visa Inc Class A | V | 1.20% |
SWPPX pros
The following are SWPPX strengths from our perspective:
- SWPPX 3-year return is 13.01%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 13.04%.
- SWPPX 5-year return is 12.35%, which is in line with the 5-year return of the benchmark index (S&P 500 TR USD), 12.37%.
- SWPPX 10-year return is 13.8%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 13.88%.
- SWPPX 15-year return is 8.63%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.67%.
- SWPPX expense ratio is 0.02%, which is considered low. Nice job picking a low-cost fund.
- Good news: this fund does not have 12b1, front-end or back-end sales fees.
SWPPX cons
None that we could think of.Other relevant SWPPX comparisons
You may also want to check out the following SWPPX comparisons that investors often look for on Finny
- SWPPX vs VOO
- SWPPX vs SWTSX
- SWPPX vs FXAIX
- SWPPX vs SPY
- SWPPX vs VFIAX
- SWPPX vs SCHX
- SWPPX vs VTI
- SWPPX vs VTSAX
- SWPPX vs VSMPX
- SWPPX vs VIIIX
- SWPPX vs VINIX
- SWPPX vs VFFSX
- SWPPX vs VITSX
- SWPPX vs AIVSX
- SWPPX vs ANCFX
- SWPPX vs VDIGX