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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
SWANX vs VTSMX Comparison Chart
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SWANX vs. VTSMX commentary
Jun 16, 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: 1.82T vs. SWANX (1.42B). VTSMX pays higher dividends than SWANX: VTSMX (1.18) vs SWANX (0.46). 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 : 10.06 vs. SWANX (1.44). VTSMX return over 5 years is better than : 91.36 vs. SWANX (14.83).
| 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 | 0.858 | 1.349 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.82T | 0% |
| Annual Yield % from dividends | 0.46 | 1.18 | 39% |
| Returns for 1 year | 1.44 | 10.06 | 14% |
| Returns for 3 years | 25.31 | 57.59 | 44% |
| Returns for 5 years | 14.83 | 91.36 | 16% |
| Returns for 10 years | 5.65 | 178.92 | 3% |
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