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SWANX vs VSMPX
SWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.36
Change+$0.96 (+0.31%)
VolumeN/A
Net Assets2.06T
SWANX vs VSMPX Comparison Chart in %
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SWANX vs. VSMPX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SWANX (1.54B). VSMPX pays higher dividends than SWANX: VSMPX (1.12) vs SWANX (0.41). SWANX was incepted earlier than VSMPX: SWANX (30 years) vs VSMPX (11 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 : 14.43 vs. SWANX (4.68). VSMPX return over 5 years is better than : 76.89 vs. SWANX (7.30).
| SWANX | VSMPX | SWANX / VSMPX | |
| Total Expense Ratio | 0.72 | 0.02 | 3,600% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 30 years | 11 years | - |
| Gain YTD | 7.422 | 17.382 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 2.06T | 0% |
| Annual Yield % from dividends | 0.41 | 1.12 | 36% |
| Returns for 1 year | 4.68 | 14.43 | 32% |
| Returns for 3 years | 51.18 | 78.10 | 66% |
| Returns for 5 years | 7.30 | 76.89 | 9% |
| Returns for 10 years | 33.27 | 225.09 | 15% |
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