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SWTSX vs VTSAX
SWTSX vs VTSAX Comparison
Open Charts SWTSX vs VTSAX
Schwab Total Stock Market Index
Price$106.14
Change+$0.91 (+0.86%)
VolumeN/A
Net Assets29.13B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
SWTSX vs VTSAX Comparison Chart in %
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SWTSX vs. VTSAX 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 SWTSX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SWTSX (29.1B). VTSAX (1.21) and SWTSX (1.17) have matching dividends . SWTSX was incepted earlier than VTSAX: SWTSX (26 years) vs VTSAX (25 years). VTSAX (0.04) is less costly to investors than SWTSX (0.03). SWTSX (2.00) and VTSAX (2.00) have comparable annual turnover. SWTSX has a lower initial minimum investment than VTSAX: SWTSX (0) vs VTSAX (3000). SWTSX annual gain was more profitable for investors over the last year : 15.36 vs. VTSAX (13.89). SWTSX return over 5 years is better than : 109.02 vs. VTSAX (95.62).
| SWTSX | VTSAX | SWTSX / VTSAX | |
| Total Expense Ratio | 0.03 | 0.04 | 75% |
| Annual Report Gross Expense Ratio | 0.03 | 0.04 | 75% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 7.115 | 6.416 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.1B | 1.82T | 2% |
| Annual Yield % from dividends | 1.17 | 1.21 | 97% |
| Returns for 1 year | 15.36 | 13.89 | 111% |
| Returns for 3 years | 69.11 | 62.12 | 111% |
| Returns for 5 years | 109.02 | 95.62 | 114% |
| Returns for 10 years | 230.36 | 198.69 | 116% |
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