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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
SWANX vs VTSMX Comparison Chart in %
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SWANX vs. VTSMX commentary
Dec 26, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SWANX (1.54B). VTSMX pays higher dividends than SWANX: VTSMX (1.02) vs SWANX (0.41). SWANX was incepted earlier than VTSMX: SWANX (30 years) vs VTSMX (34 years). SWANX (0.72) is less costly to investors than VTSMX (0.14). SWANX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). SWANX has a lower initial minimum investment than VTSMX: SWANX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.42 vs. SWANX (4.68). VTSMX return over 5 years is better than : 76.81 vs. SWANX (7.30).
| SWANX | VTSMX | SWANX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 30 years | 34 years | - |
| Gain YTD | 7.422 | 17.377 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 2.06T | 0% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 4.68 | 14.42 | 32% |
| Returns for 3 years | 51.18 | 78.00 | 66% |
| Returns for 5 years | 7.30 | 76.81 | 10% |
| Returns for 10 years | 33.27 | 234.96 | 14% |
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