Interact to see
Advertisement
Advertisement
SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 5.320 | 6.421 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.82T | 0% |
| Annual Yield % from dividends | 0.44 | 1.12 | 40% |
| Returns for 1 year | 4.14 | 13.89 | 30% |
| Returns for 3 years | 27.44 | 62.08 | 44% |
| Returns for 5 years | 16.14 | 95.59 | 17% |
| Returns for 10 years | 11.61 | 198.05 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement