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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
SWPPX vs VTSMX Comparison Chart in %
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SWPPX 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 SWPPX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. SWPPX (134B). SWPPX pays higher dividends than VTSMX: SWPPX (1.11) vs VTSMX (1.02). SWPPX was incepted earlier than VTSMX: SWPPX (29 years) vs VTSMX (34 years). VTSMX (0.14) is less costly to investors than SWPPX (0.02). SWPPX (2.00) and VTSMX (2.00) have comparable annual turnover. SWPPX has a lower initial minimum investment than VTSMX: SWPPX (0) vs VTSMX (3000). SWPPX annual gain was more profitable for investors over the last year : 20.01 vs. VTSMX (18.29). SWPPX return over 5 years is better than : 137.75 vs. VTSMX (73.62).
| SWPPX | VTSMX | SWPPX / VTSMX | |
| Total Expense Ratio | 0.02 | 0.14 | 14% |
| Annual Report Gross Expense Ratio | 0.02 | 0.14 | 14% |
| Fund Existence | 29 years | 34 years | - |
| Gain YTD | 1.197 | 1.679 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.06T | 7% |
| Annual Yield % from dividends | 1.11 | 1.02 | 109% |
| Returns for 1 year | 20.01 | 18.29 | 109% |
| Returns for 3 years | 107.52 | 70.89 | 152% |
| Returns for 5 years | 137.75 | 73.62 | 187% |
| Returns for 10 years | 432.73 | 270.34 | 160% |
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