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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
SWANX vs VTSMX Comparison Chart in %
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SWANX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SWANX (1.5B). VTSMX pays higher dividends than SWANX: VTSMX (1.12) vs SWANX (0.44). SWANX was incepted earlier than VTSMX: SWANX (29 years) vs VTSMX (33 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 : 17.75 vs. SWANX (10.29). VTSMX return over 5 years is better than : 93.51 vs. SWANX (15.76).
| SWANX | VTSMX | SWANX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 7.207 | 8.287 | 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 | 1.12 | 40% |
| Returns for 1 year | 10.29 | 17.75 | 58% |
| Returns for 3 years | 28.22 | 60.60 | 47% |
| Returns for 5 years | 15.76 | 93.51 | 17% |
| Returns for 10 years | 12.64 | 200.97 | 6% |
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