Interact to see
Advertisement
Advertisement
SUWAX vs VTSMX
SUWAX vs VTSMX Comparison
Open Charts SUWAX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$146.91
Change+$1.27 (+0.87%)
VolumeN/A
Net Assets1.82T
SUWAX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SUWAX vs. VTSMX commentary
Jun 27, 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: 1.82T vs. SUWAX (4.37B). VTSMX pays higher dividends than SUWAX: VTSMX (1.18) vs SUWAX (0.49). 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 : 11.43 vs. SUWAX (-0.84). VTSMX return over 5 years is better than : 97.67 vs. SUWAX (39.13).
| 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 | 2.483 | 3.321 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 1.82T | 0% |
| Annual Yield % from dividends | 0.49 | 1.18 | 42% |
| Returns for 1 year | -0.84 | 11.43 | -7% |
| Returns for 3 years | 26.15 | 54.19 | 48% |
| Returns for 5 years | 39.13 | 97.67 | 40% |
| Returns for 10 years | 47.86 | 190.87 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement