Ad is loading...
SUWIX vs VTSMX
SUWIX vs VTSMX Comparison
Open Charts SUWIX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
SUWIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUWIX vs. VTSMX commentary
Apr 19, 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 SUWIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SUWIX (3.84B). VTSMX pays higher dividends than SUWIX: VTSMX (1.25) vs SUWIX (0.78). SUWIX was incepted earlier than VTSMX: SUWIX (23 years) vs VTSMX (33 years). SUWIX (0.58) is less costly to investors than VTSMX (0.14). SUWIX is a more actively managed with annual turnover of: 18.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than SUWIX: VTSMX (3000) vs SUWIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 4.59 vs. SUWIX (-7.23). VTSMX return over 5 years is better than : 81.35 vs. SUWIX (28.70).
| SUWIX | VTSMX | SUWIX / VTSMX | |
| Total Expense Ratio | 0.58 | 0.14 | 414% |
| Annual Report Gross Expense Ratio | 0.58 | 0.14 | 414% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -11.551 | -10.648 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 1.7T | 0% |
| Annual Yield % from dividends | 0.78 | 1.25 | 62% |
| Returns for 1 year | -7.23 | 4.59 | -158% |
| Returns for 3 years | -1.54 | 17.80 | -9% |
| Returns for 5 years | 28.70 | 81.35 | 35% |
| Returns for 10 years | 32.15 | 146.23 | 22% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WLIVX | 15.08 | 0.22 | +1.48% |
| WCM Focused International Equity Inv | |||
| JIJRX | 12.99 | 0.14 | +1.09% |
| JHancock International Dynamic Gr R6 | |||
| FFAMX | 19.76 | 0.02 | +0.10% |
| Fidelity Advisor Asset Manager 50% A | |||
| CGJAX | 57.89 | -0.06 | -0.10% |
| Calvert US Large Cap Growth Rspnb Idx A | |||
| JICCX | 66.06 | -0.31 | -0.47% |
| JPMorgan US Sustainable Leaders C | |||