VFINX vs SWPPX

Both VFINX and SWPPX are mutual funds. VFINX has a lower 5-year return than SWPPX (9.97% vs 10.05%). VFINX has a higher expense ratio than SWPPX (0.14% vs 0.02%). Below is the comparison between VFINX and SWPPX.

SWPPX VFINX
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Issuer N/A Vanguard
Net Assets $39.18B $4.73B
Expense Ratio 0.02% 0.14%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.83% 1.84%
Minimum Investment $1,000 $3,000
YTD Return 18.32% 18.25%
1-Year Return 2.92% 2.81%
3-Year Return 12.58% 12.47%
5-Year Return 10.05% 9.97%
10-Year Return 13.27% 13.20%

VFINX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFINX returns

YTD Return 18.25%
1-Month Return -2.66%
3-Month Return 5.44%
1-Year Return 2.81%
3-Year Return 12.47%
5-Year Return 9.97%
10-Year Return 13.20%
VFINX expense ratio is 0.14%.

VFINX holdings

Top 10 Holdings (21.39% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.18%
Apple Inc AAPL 3.52%
Amazon.com Inc AMZN 3.19%
Facebook Inc A FB 1.89%
Berkshire Hathaway Inc B BRK.B 1.63%
Johnson & Johnson JNJ 1.51%
JPMorgan Chase & Co JPM 1.48%
Alphabet Inc Class C GOOG 1.35%
Alphabet Inc A GOOGL 1.32%
Exxon Mobil Corp XOM 1.32%

SWPPX description

The Fund seeks to track the price and dividend performance (total return) of common stocks of United States companies, as represented by the S&P 500.

SWPPX returns

YTD Return 18.32%
1-Month Return -2.64%
3-Month Return 5.47%
1-Year Return 2.92%
3-Year Return 12.58%
5-Year Return 10.05%
10-Year Return 13.27%
SWPPX expense ratio is 0.02%.

SWPPX holdings

Top 10 Holdings (21.45% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.18%
Apple Inc AAPL 3.53%
Amazon.com Inc AMZN 3.19%
Facebook Inc A FB 1.89%
Berkshire Hathaway Inc B BRK.B 1.68%
Johnson & Johnson JNJ 1.51%
JPMorgan Chase & Co JPM 1.48%
Alphabet Inc Class C GOOG 1.35%
Exxon Mobil Corp XOM 1.32%
Alphabet Inc A GOOGL 1.32%
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