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SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
Schwab Total Stock Market Index
Price$16.13
Change+$0.07 (+0.44%)
VolumeN/A
Net Assets31.33B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
SWTSX vs VTSMX Comparison Chart in %
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SWTSX vs. VTSMX commentary
Oct 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SWTSX (31.3B). SWTSX (1.08) and VTSMX (1.04) have matching dividends . SWTSX was incepted earlier than VTSMX: SWTSX (26 years) vs VTSMX (34 years). VTSMX (0.14) is less costly to investors than SWTSX (0.03). SWTSX (2.00) and VTSMX (2.00) have comparable annual turnover. SWTSX has a lower initial minimum investment than VTSMX: SWTSX (0) vs VTSMX (3000). SWTSX annual gain was more profitable for investors over the last year : 1796.20 vs. VTSMX (13.79). SWTSX return over 5 years is better than : 487864.34 vs. VTSMX (84.86).
| SWTSX | VTSMX | SWTSX / VTSMX | |
| Total Expense Ratio | 0.03 | 0.14 | 21% |
| Annual Report Gross Expense Ratio | 0.03 | 0.14 | 21% |
| Fund Existence | 26 years | 34 years | - |
| Gain YTD | 697.630 | 13.012 | 5,361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.3B | 2.02T | 2% |
| Annual Yield % from dividends | 1.08 | 1.04 | 104% |
| Returns for 1 year | 1796.20 | 13.79 | 13,022% |
| Returns for 3 years | 41444.57 | 76.02 | 54,521% |
| Returns for 5 years | 487864.34 | 84.86 | 574,877% |
| Returns for 10 years | 51696580000.00 | 225.10 | 22,965,758,854% |
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