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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$163.42
Change+$0.09 (+0.06%)
VolumeN/A
Net Assets2.05T
SWANX vs VTSMX Comparison Chart in %
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SWANX vs. VTSMX commentary
Nov 14, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. SWANX (1.55B). VTSMX pays higher dividends than SWANX: VTSMX (1.02) vs SWANX (0.41). SWANX was incepted earlier than VTSMX: SWANX (29 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 : 13.42 vs. SWANX (4.14). VTSMX return over 5 years is better than : 83.98 vs. SWANX (12.52).
| 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 | 34 years | - |
| Gain YTD | 13.685 | 15.972 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 2.05T | 0% |
| Annual Yield % from dividends | 0.41 | 1.02 | 40% |
| Returns for 1 year | 4.14 | 13.42 | 31% |
| Returns for 3 years | 33.27 | 68.22 | 49% |
| Returns for 5 years | 12.52 | 83.98 | 15% |
| Returns for 10 years | 23.36 | 235.40 | 10% |
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