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SUWCX vs VTSMX
SUWCX vs VTSMX Comparison
Open Charts SUWCX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$151.12
Change+$2.27 (+1.53%)
VolumeN/A
Net Assets1.91T
SUWCX vs VTSMX Comparison Chart in %
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SUWCX vs. VTSMX commentary
Aug 05, 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 SUWCX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SUWCX (4.45B). VTSMX pays higher dividends than SUWCX: VTSMX (1.09) vs SUWCX (0.00). SUWCX was incepted earlier than VTSMX: SUWCX (25 years) vs VTSMX (33 years). SUWCX (1.59) is less costly to investors than VTSMX (0.14). SUWCX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). SUWCX has a lower initial minimum investment than VTSMX: SUWCX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.39 vs. SUWCX (3.45). VTSMX return over 5 years is better than : 81.84 vs. SUWCX (21.50).
| SUWCX | VTSMX | SUWCX / VTSMX | |
| Total Expense Ratio | 1.59 | 0.14 | 1,136% |
| Annual Report Gross Expense Ratio | 1.59 | 0.14 | 1,136% |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 4.864 | 5.612 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.45B | 1.91T | 0% |
| Annual Yield % from dividends | 0.00 | 1.09 | - |
| Returns for 1 year | 3.45 | 16.39 | 21% |
| Returns for 3 years | 17.51 | 47.63 | 37% |
| Returns for 5 years | 21.50 | 81.84 | 26% |
| Returns for 10 years | 33.03 | 195.44 | 17% |
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