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SUWIX vs VTSMX
SUWIX vs VTSMX Comparison
Open Charts SUWIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SUWIX vs VTSMX Comparison Chart
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SUWIX vs. VTSMX commentary
Jun 14, 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 SUWIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SUWIX (4.34B). VTSMX pays higher dividends than SUWIX: VTSMX (1.18) vs SUWIX (0.75). SUWIX was incepted earlier than VTSMX: SUWIX (23 years) vs VTSMX (33 years). SUWIX (0.58) is less costly to investors than VTSMX (0.14). SUWIX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SUWIX: VTSMX (3000) vs SUWIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. SUWIX (-1.85). VTSMX return over 5 years is better than : 91.36 vs. SUWIX (38.17).
| SUWIX | VTSMX | SUWIX / VTSMX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 0.622 | 1.349 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.34B | 1.82T | 0% |
| Annual Yield % from dividends | 0.75 | 1.18 | 63% |
| Returns for 1 year | -1.85 | 10.06 | -18% |
| Returns for 3 years | 30.76 | 57.59 | 53% |
| Returns for 5 years | 38.17 | 91.36 | 42% |
| Returns for 10 years | 47.89 | 178.92 | 27% |
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