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SUWAX vs VTSMX
SUWAX vs VTSMX Comparison
Open Charts SUWAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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SUWAX vs VTSMX Comparison Chart
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SUWAX vs. VTSMX commentary
Sep 21, 2024
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 SUWAX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SUWAX (4.6B). VTSMX pays higher dividends than SUWAX: VTSMX (1.26) vs SUWAX (0.58). SUWAX was incepted earlier than VTSMX: SUWAX (25 years) vs VTSMX (32 years). SUWAX is a more actively managed with annual turnover of: 33.00 vs. VTSMX (2.00). SUWAX has a lower initial minimum investment than VTSMX: SUWAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. SUWAX (25.27). VTSMX return over 5 years is better than : 85.64 vs. SUWAX (37.67).
| SUWAX | VTSMX | SUWAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 17.553 | 18.617 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 1.72T | 0% |
| Annual Yield % from dividends | 0.58 | 1.26 | 46% |
| Returns for 1 year | 25.27 | 31.53 | 80% |
| Returns for 3 years | 5.46 | 25.35 | 22% |
| Returns for 5 years | 37.67 | 85.64 | 44% |
| Returns for 10 years | 56.10 | 187.59 | 30% |