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SUWAX vs VTSMX
SUWAX vs VTSMX Comparison
Open Charts SUWAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
SUWAX vs VTSMX Comparison Chart
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SUWAX vs. VTSMX commentary
Apr 25, 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 SUWAX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SUWAX (3.91B). VTSMX pays higher dividends than SUWAX: VTSMX (1.25) vs SUWAX (0.52). SUWAX was incepted earlier than VTSMX: SUWAX (26 years) vs VTSMX (33 years). SUWAX (0.82) is less costly to investors than VTSMX (0.14). SUWAX is a more actively managed with annual turnover of: 18.00 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 : 5.27 vs. SUWAX (-6.88). VTSMX return over 5 years is better than : 86.77 vs. SUWAX (30.79).
| SUWAX | VTSMX | SUWAX / VTSMX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | -9.964 | -9.023 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 1.7T | 0% |
| Annual Yield % from dividends | 0.52 | 1.25 | 41% |
| Returns for 1 year | -6.88 | 5.27 | -131% |
| Returns for 3 years | 1.46 | 22.56 | 6% |
| Returns for 5 years | 30.79 | 86.77 | 35% |
| Returns for 10 years | 29.31 | 150.14 | 20% |
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