SWANX
Price
$24.64
Change
-$1.45 (-5.56%)
Updated
Feb 3 closing price
Net Assets
1.52B
VTSMX
Price
$165.41
Change
+$4.46 (+2.77%)
Updated
Feb 3 closing price
Net Assets
2.06T
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SWANX vs VTSMX

Header iconSWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMXBanner chart's image
Schwab Core Equity
Price$24.64
Change-$1.45 (-5.56%)
VolumeN/A
Net Assets1.52B
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
SWANX vs VTSMX Comparison Chart in %
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SWANX vs. VTSMX commentary
Feb 04, 2026

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 Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SWANX (1.52B). VTSMX pays higher dividends than SWANX: VTSMX (1.00) vs SWANX (0.37). 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 : 14.79 vs. SWANX (4.14). VTSMX return over 5 years is better than : 68.19 vs. SWANX (1.72).
SWANXVTSMXSWANX / VTSMX
Total Expense Ratio0.720.14514%
Annual Report Gross Expense Ratio0.720.14514%
Fund Existence30 years34 years-
Gain YTD-0.8451.373-62%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.52B2.06T0%
Annual Yield % from dividends0.371.0037%
Returns for 1 year4.1414.7928%
Returns for 3 years38.0763.9959%
Returns for 5 years1.7268.193%
Returns for 10 years49.90270.1818%
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