SWANX
Price
$24.96
Change
-$0.14 (-0.56%)
Updated
Jan 14 closing price
Net Assets
1.54B
VSMPX
Price
$312.33
Change
+$0.98 (+0.31%)
Updated
Jan 15 closing price
Net Assets
2.06T
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SWANX vs VSMPX

Header iconSWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPXBanner chart's image
Schwab Core Equity
Price$24.96
Change-$0.14 (-0.56%)
VolumeN/A
Net Assets1.54B
Vanguard Total Stock Mkt Idx Instl Pls
Price$312.33
Change+$0.98 (+0.31%)
VolumeN/A
Net Assets2.06T
SWANX vs VSMPX Comparison Chart in %
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VS
SWANX vs. VSMPX commentary
Jan 16, 2026

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 Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. SWANX (1.54B). VSMPX pays higher dividends than SWANX: VSMPX (1.13) vs SWANX (0.37). 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 : 18.30 vs. SWANX (8.46). VSMPX return over 5 years is better than : 73.71 vs. SWANX (5.55).
SWANXVSMPXSWANX / VSMPX
Total Expense Ratio0.720.023,600%
Annual Report Gross Expense Ratio0.720.023,600%
Fund Existence30 years11 years-
Gain YTD0.4431.68526%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.54B2.06T0%
Annual Yield % from dividends0.371.1333%
Returns for 1 year8.4618.3046%
Returns for 3 years45.2170.9864%
Returns for 5 years5.5573.718%
Returns for 10 years48.32259.4719%
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