Interact to see
Advertisement
Advertisement
SWRLX vs VGTSX
SWRLX vs VGTSX Comparison
Open Charts SWRLX vs VGTSX
Touchstone International Value A
Price$17.78
Change-$0.20 (-1.11%)
VolumeN/A
Net Assets113.28M
Vanguard Total Intl Stock Index I
Price$21.81
Change-$0.29 (-1.31%)
VolumeN/A
Net Assets492.72B
SWRLX vs VGTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWRLX vs. VGTSX commentary
Jun 16, 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 SWRLX is a Hold and VGTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VGTSX has more cash in the bank: 493B vs. SWRLX (113M). SWRLX pays higher dividends than VGTSX: SWRLX (3.06) vs VGTSX (2.82). SWRLX was incepted earlier than VGTSX: SWRLX (32 years) vs VGTSX (29 years). SWRLX (1.48) is less costly to investors than VGTSX (0.17). SWRLX is a more actively managed with annual turnover of: 112.00 vs. VGTSX (3.00). VGTSX has a lower initial minimum investment than SWRLX: VGTSX (0) vs SWRLX (2500). SWRLX annual gain was more profitable for investors over the last year : 18.80 vs. VGTSX (12.65). VGTSX return over 5 years is better than : 44.20 vs. SWRLX (38.85).
| SWRLX | VGTSX | SWRLX / VGTSX | |
| Total Expense Ratio | 1.27 | 0.17 | 747% |
| Annual Report Gross Expense Ratio | 1.48 | 0.17 | 871% |
| Fund Existence | 32 years | 29 years | - |
| Gain YTD | 26.278 | 15.214 | 173% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113M | 493B | 0% |
| Annual Yield % from dividends | 3.06 | 2.82 | 108% |
| Returns for 1 year | 18.80 | 12.65 | 149% |
| Returns for 3 years | 43.43 | 34.06 | 128% |
| Returns for 5 years | 38.85 | 44.20 | 88% |
| Returns for 10 years | 15.99 | 42.78 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement