SWANX
Price
$24.55
Change
+$0.21 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.48B
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SWANX vs VSMPX

Header iconSWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPXBanner chart's image
Schwab Core Equity
Price$24.55
Change+$0.21 (+0.86%)
VolumeN/A
Net Assets1.48B
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
SWANX vs VSMPX Comparison Chart in %
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SWANX vs. VSMPX commentary
Jul 07, 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 SWANX is a StrongBuy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SWANX (1.48B). VSMPX pays higher dividends than SWANX: VSMPX (1.22) vs SWANX (0.44). SWANX was incepted earlier than VSMPX: SWANX (29 years) vs VSMPX (10 years). SWANX (0.72) is less costly to investors than VSMPX (0.02). SWANX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). SWANX has a lower initial minimum investment than VSMPX: SWANX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. SWANX (4.14). VSMPX return over 5 years is better than : 95.69 vs. SWANX (16.14).
SWANXVSMPXSWANX / VSMPX
Total Expense Ratio0.720.023,600%
Annual Report Gross Expense Ratio0.720.023,600%
Fund Existence29 years10 years-
Gain YTD5.3206.42683%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.48B1.82T0%
Annual Yield % from dividends0.441.2236%
Returns for 1 year4.1413.9030%
Returns for 3 years27.4462.1744%
Returns for 5 years16.1495.6917%
Returns for 10 years11.61189.216%
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