SWANX
Price
$24.55
Change
+$0.21 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.48B
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SWANX vs VTSAX

Header iconSWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAXBanner chart's image
Schwab Core Equity
Price$24.55
Change+$0.21 (+0.86%)
VolumeN/A
Net Assets1.48B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SWANX vs VTSAX Comparison Chart in %
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SWANX vs. VTSAX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SWANX (1.48B). 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 : 13.89 vs. SWANX (4.14). VTSAX return over 5 years is better than : 95.62 vs. SWANX (16.14).
SWANXVTSAXSWANX / VTSAX
Total Expense Ratio0.720.041,800%
Annual Report Gross Expense Ratio0.720.041,800%
Fund Existence29 years25 years-
Gain YTD5.3206.41683%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.48B1.82T0%
Annual Yield % from dividends0.441.2137%
Returns for 1 year4.1413.8930%
Returns for 3 years27.4462.1244%
Returns for 5 years16.1495.6217%
Returns for 10 years11.61198.696%
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