SUWAX
Price
$37.87
Change
+$0.12 (+0.32%)
Updated
Oct 17 closing price
Net Assets
4.7B
VTSMX
Price
$159.25
Change
+$0.69 (+0.44%)
Updated
Oct 17 closing price
Net Assets
2.02T
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SUWAX vs VTSMX

Header iconSUWAX vs VTSMX Comparison
Open Charts SUWAX vs VTSMXBanner chart's image
DWS Core Equity A
Price$37.87
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets4.7B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SUWAX vs VTSMX Comparison Chart in %
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SUWAX vs. VTSMX commentary
Oct 19, 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 StrongBuy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SUWAX (4.7B). VTSMX pays higher dividends than SUWAX: VTSMX (1.04) vs SUWAX (0.46). SUWAX was incepted earlier than VTSMX: SUWAX (26 years) vs VTSMX (34 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 : 13.79 vs. SUWAX (4.30). VTSMX return over 5 years is better than : 84.86 vs. SUWAX (32.60).
SUWAXVTSMXSUWAX / VTSMX
Total Expense Ratio0.820.14586%
Annual Report Gross Expense Ratio0.820.14586%
Fund Existence26 years34 years-
Gain YTD13.04913.012100%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B2.02T0%
Annual Yield % from dividends0.461.0444%
Returns for 1 year4.3013.7931%
Returns for 3 years43.9976.0258%
Returns for 5 years32.6084.8638%
Returns for 10 years65.57225.1029%
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