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SUWZX vs VTSAX
SUWZX vs VTSAX Comparison
Open Charts SUWZX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$128.38
Change-$0.16 (-0.12%)
VolumeN/A
Net Assets1.7T
SUWZX vs VTSAX Comparison Chart
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SUWZX vs. VTSAX commentary
Apr 16, 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 SUWZX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SUWZX (3.93B). VTSAX pays higher dividends than SUWZX: VTSAX (1.35) vs SUWZX (0.86). SUWZX was incepted earlier than VTSAX: SUWZX (11 years) vs VTSAX (24 years). SUWZX (0.48) is less costly to investors than VTSAX (0.04). SUWZX is a more actively managed with annual turnover of: 18.00 vs. VTSAX (2.00). SUWZX has a lower initial minimum investment than VTSAX: SUWZX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 5.82 vs. SUWZX (-5.90). VTSAX return over 5 years is better than : 90.37 vs. SUWZX (35.54).
| SUWZX | VTSAX | SUWZX / VTSAX | |
| Total Expense Ratio | 0.48 | 0.04 | 1,200% |
| Annual Report Gross Expense Ratio | 0.48 | 0.04 | 1,200% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -9.443 | -8.827 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 1.7T | 0% |
| Annual Yield % from dividends | 0.86 | 1.35 | 63% |
| Returns for 1 year | -5.90 | 5.82 | -101% |
| Returns for 3 years | 0.86 | 20.00 | 4% |
| Returns for 5 years | 35.54 | 90.37 | 39% |
| Returns for 10 years | 37.27 | 154.05 | 24% |