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SUWAX vs VTSMX
SUWAX vs VTSMX Comparison
Open Charts SUWAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
SUWAX vs VTSMX Comparison Chart in %
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SUWAX vs. VTSMX commentary
Oct 09, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. SUWAX (4.74B). VTSMX pays higher dividends than SUWAX: VTSMX (1.04) vs SUWAX (0.46). 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 : 16.77 vs. SUWAX (6.66). VTSMX return over 5 years is better than : 86.59 vs. SUWAX (33.86).
| 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 | 13.735 | 13.857 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 2.02T | 0% |
| Annual Yield % from dividends | 0.46 | 1.04 | 44% |
| Returns for 1 year | 6.66 | 16.77 | 40% |
| Returns for 3 years | 48.41 | 81.21 | 60% |
| Returns for 5 years | 33.86 | 86.59 | 39% |
| Returns for 10 years | 67.52 | 229.54 | 29% |
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