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SUWCX vs VTSMX
SUWCX vs VTSMX Comparison
Open Charts SUWCX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SUWCX vs VTSMX Comparison Chart
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SUWCX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SUWCX (4.62B). 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 is a more actively managed with annual turnover of: 33.00 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 : 30.52 vs. SUWCX (22.37). VTSMX return over 5 years is better than : 83.72 vs. SUWCX (28.08).
| SUWCX | VTSMX | SUWCX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 20.205 | 22.392 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 1.73T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 22.37 | 30.52 | 73% |
| Returns for 3 years | -3.36 | 19.91 | -17% |
| Returns for 5 years | 28.08 | 83.72 | 34% |
| Returns for 10 years | 39.62 | 186.07 | 21% |