Interact to see
Advertisement
Advertisement
SUWAX vs VTSMX
SUWAX vs VTSMX Comparison
Open Charts SUWAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SUWAX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUWAX vs. VTSMX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SUWAX (4.3B). VTSMX pays higher dividends than SUWAX: VTSMX (1.18) vs SUWAX (0.49). 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 : 10.06 vs. SUWAX (-2.27). VTSMX return over 5 years is better than : 91.36 vs. SUWAX (35.56).
| 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 | 0.512 | 1.349 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.3B | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.18 | 42% |
| Returns for 1 year | -2.27 | 10.06 | -23% |
| Returns for 3 years | 29.26 | 57.59 | 51% |
| Returns for 5 years | 35.56 | 91.36 | 39% |
| Returns for 10 years | 42.54 | 178.92 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement