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SUWZX vs VTSMX
SUWZX vs VTSMX Comparison
Open Charts SUWZX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
SUWZX vs VTSMX Comparison Chart
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SUWZX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SUWZX (4.62B). VTSMX pays higher dividends than SUWZX: VTSMX (1.26) vs SUWZX (0.88). SUWZX was incepted earlier than VTSMX: SUWZX (10 years) vs VTSMX (33 years). SUWZX is a more actively managed with annual turnover of: 33.00 vs. VTSMX (2.00). SUWZX has a lower initial minimum investment than VTSMX: SUWZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.48 vs. SUWZX (11.55). VTSMX return over 5 years is better than : 83.05 vs. SUWZX (32.03).
| SUWZX | VTSMX | SUWZX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 3.590 | 2.986 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 1.78T | 0% |
| Annual Yield % from dividends | 0.88 | 1.26 | 70% |
| Returns for 1 year | 11.55 | 24.48 | 47% |
| Returns for 3 years | 17.16 | 31.83 | 54% |
| Returns for 5 years | 32.03 | 83.05 | 39% |
| Returns for 10 years | 67.24 | 196.61 | 34% |
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