SUWIX
Price
$38.65
Change
+$0.12 (+0.31%)
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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SUWIX vs VTSMX

Header iconSUWIX vs VTSMX Comparison
Open Charts SUWIX vs VTSMXBanner chart's image
DWS Core Equity Inst
Price$38.65
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets4.7B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SUWIX vs VTSMX Comparison Chart in %
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SUWIX vs. VTSMX commentary
Oct 21, 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 StrongBuy and VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SUWIX (4.7B). VTSMX pays higher dividends than SUWIX: VTSMX (1.04) vs SUWIX (0.67). SUWIX was incepted earlier than VTSMX: SUWIX (23 years) vs VTSMX (34 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 : 13.79 vs. SUWIX (4.73). VTSMX return over 5 years is better than : 84.86 vs. SUWIX (35.15).
SUWIXVTSMXSUWIX / VTSMX
Total Expense Ratio0.580.14414%
Annual Report Gross Expense Ratio0.580.14414%
Fund Existence23 years34 years-
Gain YTD13.28713.012102%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.7B2.02T0%
Annual Yield % from dividends0.671.0464%
Returns for 1 year4.7313.7934%
Returns for 3 years45.6376.0260%
Returns for 5 years35.1584.8641%
Returns for 10 years71.96225.1032%
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