SWANX
Price
$24.99
Change
+$0.08 (+0.32%)
Updated
Jul 25 closing price
Net Assets
1.5B
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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SWANX vs VSMPX

Header iconSWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPXBanner chart's image
Schwab Core Equity
Price$24.99
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets1.5B
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
SWANX vs VSMPX Comparison Chart in %
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SWANX vs. VSMPX commentary
Jul 27, 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: 1.91T vs. SWANX (1.5B). 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 : 17.76 vs. SWANX (10.29). VSMPX return over 5 years is better than : 93.61 vs. SWANX (15.76).
SWANXVSMPXSWANX / VSMPX
Total Expense Ratio0.720.023,600%
Annual Report Gross Expense Ratio0.720.023,600%
Fund Existence29 years10 years-
Gain YTD7.2078.29887%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.5B1.91T0%
Annual Yield % from dividends0.441.2236%
Returns for 1 year10.2917.7658%
Returns for 3 years28.2260.6747%
Returns for 5 years15.7693.6117%
Returns for 10 years12.64192.097%
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