ASMCX vs SWPPX

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 expense ratio is 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

Or use Finny's Comparison Tool to create a comparison you'd like to see.

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 expense ratio is 0.02%.

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

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.