SWANX
Price
$26.54
Change
+$0.01 (+0.04%)
Updated
Dec 3 closing price
Net Assets
1.55B
VTSAX
Price
$163.82
Change
+$0.69 (+0.42%)
Updated
Dec 3 closing price
Net Assets
2.05T
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SWANX vs VTSAX

Header iconSWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAXBanner chart's image
Schwab Core Equity
Price$26.54
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets1.55B
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
SWANX vs VTSAX Comparison Chart in %
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SWANX vs. VTSAX commentary
Dec 04, 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 Buy and VTSAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. SWANX (1.55B). VTSAX pays higher dividends than SWANX: VTSAX (1.11) vs SWANX (0.41). SWANX was incepted earlier than VTSAX: SWANX (29 years) vs VTSAX (25 years). SWANX (0.72) is less costly to investors than VTSAX (0.04). SWANX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). SWANX has a lower initial minimum investment than VTSAX: SWANX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.45 vs. SWANX (4.06). VTSAX return over 5 years is better than : 77.21 vs. SWANX (10.55).
SWANXVTSAXSWANX / VTSAX
Total Expense Ratio0.720.041,800%
Annual Report Gross Expense Ratio0.720.041,800%
Fund Existence29 years25 years-
Gain YTD13.59915.51388%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.55B2.05T0%
Annual Yield % from dividends0.411.1137%
Returns for 1 year4.0611.4535%
Returns for 3 years30.9064.4648%
Returns for 5 years10.5577.2114%
Returns for 10 years19.10223.739%
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