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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SWANX vs VTSAX Comparison Chart in %
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SWANX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SWANX (1.5B). VTSAX pays higher dividends than SWANX: VTSAX (1.21) vs SWANX (0.44). 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 : 17.75 vs. SWANX (10.29). VTSAX return over 5 years is better than : 93.55 vs. SWANX (15.76).
| SWANX | VTSAX | SWANX / VTSAX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 7.207 | 8.289 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.91T | 0% |
| Annual Yield % from dividends | 0.44 | 1.21 | 37% |
| Returns for 1 year | 10.29 | 17.75 | 58% |
| Returns for 3 years | 28.22 | 60.63 | 47% |
| Returns for 5 years | 15.76 | 93.55 | 17% |
| Returns for 10 years | 12.64 | 201.64 | 6% |
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