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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SWPPX vs VTSMX Comparison Chart in %
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SWPPX vs. VTSMX commentary
Oct 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SWPPX (127B). SWPPX (1.07) and VTSMX (1.04) have matching dividends . SWPPX was incepted earlier than VTSMX: SWPPX (28 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 : 22.89 vs. VTSMX (13.79). SWPPX return over 5 years is better than : 143.83 vs. VTSMX (84.86).
| 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 | 34 years | - |
| Gain YTD | 14.456 | 13.012 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 2.02T | 6% |
| Annual Yield % from dividends | 1.07 | 1.04 | 103% |
| Returns for 1 year | 22.89 | 13.79 | 166% |
| Returns for 3 years | 111.90 | 76.02 | 147% |
| Returns for 5 years | 143.83 | 84.86 | 169% |
| Returns for 10 years | 362.11 | 225.10 | 161% |
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