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SUWAX vs VTSMX
SUWAX vs VTSMX Comparison
Open Charts SUWAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
SUWAX vs VTSMX Comparison Chart in %
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SUWAX vs. VTSMX commentary
Sep 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 SUWAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SUWAX (4.71B). VTSMX pays higher dividends than SUWAX: VTSMX (1.07) vs SUWAX (0.46). SUWAX was incepted earlier than VTSMX: SUWAX (26 years) vs VTSMX (33 years). SUWAX (0.82) is less costly to investors than VTSMX (0.14). SUWAX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). SUWAX has a lower initial minimum investment than VTSMX: SUWAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.91 vs. SUWAX (4.79). VTSMX return over 5 years is better than : 95.30 vs. SUWAX (39.51).
| SUWAX | VTSMX | SUWAX / VTSMX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 12.153 | 12.239 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.71B | 1.95T | 0% |
| Annual Yield % from dividends | 0.46 | 1.07 | 43% |
| Returns for 1 year | 4.79 | 14.91 | 32% |
| Returns for 3 years | 47.53 | 79.12 | 60% |
| Returns for 5 years | 39.51 | 95.30 | 41% |
| Returns for 10 years | 77.41 | 247.72 | 31% |