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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
SWANX vs VTSMX Comparison Chart in %
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SWANX vs. VTSMX commentary
Jan 15, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SWANX (1.54B). VTSMX pays higher dividends than SWANX: VTSMX (1.02) 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 : 18.29 vs. SWANX (8.46). VTSMX return over 5 years is better than : 73.62 vs. SWANX (5.55).
| SWANX | VTSMX | SWANX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 30 years | 34 years | - |
| Gain YTD | 0.443 | 1.679 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 2.06T | 0% |
| Annual Yield % from dividends | 0.37 | 1.02 | 37% |
| Returns for 1 year | 8.46 | 18.29 | 46% |
| Returns for 3 years | 45.21 | 70.89 | 64% |
| Returns for 5 years | 5.55 | 73.62 | 8% |
| Returns for 10 years | 48.32 | 270.34 | 18% |
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