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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
SWPPX vs VTSMX Comparison Chart in %
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SWPPX vs. VTSMX commentary
Sep 09, 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 SWPPX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SWPPX (124B). SWPPX (1.11) and VTSMX (1.07) have matching dividends . SWPPX was incepted earlier than VTSMX: SWPPX (28 years) vs VTSMX (33 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 : 29.37 vs. VTSMX (20.39). SWPPX return over 5 years is better than : 143.63 vs. VTSMX (87.04).
| SWPPX | VTSMX | SWPPX / VTSMX | |
| Total Expense Ratio | 0.02 | 0.14 | 14% |
| Annual Report Gross Expense Ratio | 0.02 | 0.14 | 14% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 11.399 | 10.614 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 124B | 1.95T | 6% |
| Annual Yield % from dividends | 1.11 | 1.07 | 104% |
| Returns for 1 year | 29.37 | 20.39 | 144% |
| Returns for 3 years | 88.93 | 57.19 | 156% |
| Returns for 5 years | 143.63 | 87.04 | 165% |
| Returns for 10 years | 366.56 | 226.23 | 162% |
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