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SUWCX vs VTSMX
SUWCX vs VTSMX Comparison
Open Charts SUWCX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
SUWCX vs VTSMX Comparison Chart
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SUWCX vs. VTSMX commentary
May 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SUWCX (4.22B). VTSMX pays higher dividends than SUWCX: VTSMX (1.26) vs SUWCX (0.00). SUWCX was incepted earlier than VTSMX: SUWCX (24 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 : 9.50 vs. SUWCX (-4.35). VTSMX return over 5 years is better than : 92.91 vs. SUWCX (27.06).
| 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 | 24 years | 33 years | - |
| Gain YTD | -2.367 | -0.985 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | -4.35 | 9.50 | -46% |
| Returns for 3 years | 14.01 | 44.74 | 31% |
| Returns for 5 years | 27.06 | 92.91 | 29% |
| Returns for 10 years | 22.36 | 169.81 | 13% |
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