SUWAX
Price
$35.55
Change
+$0.28 (+0.79%)
Updated
Jul 3 closing price
Net Assets
4.51B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$35.55
Change+$0.28 (+0.79%)
VolumeN/A
Net Assets4.51B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SUWAX vs VTSMX Comparison Chart in %
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SUWAX vs. VTSMX commentary
Jul 06, 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 Buy and VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SUWAX (4.51B). VTSMX pays higher dividends than SUWAX: VTSMX (1.12) vs SUWAX (0.48). 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 : 13.89 vs. SUWAX (1.98). VTSMX return over 5 years is better than : 95.59 vs. SUWAX (38.43).
SUWAXVTSMXSUWAX / VTSMX
Total Expense Ratio0.820.14586%
Annual Report Gross Expense Ratio0.820.14586%
Fund Existence26 years33 years-
Gain YTD5.9706.42193%
Front Load6%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets4.51B1.82T0%
Annual Yield % from dividends0.481.1243%
Returns for 1 year1.9813.8914%
Returns for 3 years33.0862.0853%
Returns for 5 years38.4395.5940%
Returns for 10 years52.04198.0526%
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