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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
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.
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).
| 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 | 5.320 | 6.416 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.82T | 0% |
| Annual Yield % from dividends | 0.44 | 1.21 | 37% |
| Returns for 1 year | 4.14 | 13.89 | 30% |
| Returns for 3 years | 27.44 | 62.12 | 44% |
| Returns for 5 years | 16.14 | 95.62 | 17% |
| Returns for 10 years | 11.61 | 198.69 | 6% |
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