SWANX
Price
$24.55
Change
+$0.21 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.48B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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SWANX vs VTSMX

Header iconSWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMXBanner chart's image
Schwab Core Equity
Price$24.55
Change+$0.21 (+0.86%)
VolumeN/A
Net Assets1.48B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SWANX vs VTSMX Comparison Chart in %
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SWANX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SWANX (1.48B). 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 : 13.89 vs. SWANX (4.14). VTSMX return over 5 years is better than : 95.59 vs. SWANX (16.14).
SWANXVTSMXSWANX / VTSMX
Total Expense Ratio0.720.14514%
Annual Report Gross Expense Ratio0.720.14514%
Fund Existence29 years33 years-
Gain YTD5.3206.42183%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.48B1.82T0%
Annual Yield % from dividends0.441.1240%
Returns for 1 year4.1413.8930%
Returns for 3 years27.4462.0844%
Returns for 5 years16.1495.5917%
Returns for 10 years11.61198.056%
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