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SUWZX vs VTSMX
SUWZX vs VTSMX Comparison
Open Charts SUWZX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$128.35
Change-$0.17 (-0.13%)
VolumeN/A
Net Assets1.7T
SUWZX vs VTSMX Comparison Chart
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SUWZX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SUWZX (3.93B). VTSMX pays higher dividends than SUWZX: VTSMX (1.25) vs SUWZX (0.86). SUWZX was incepted earlier than VTSMX: SUWZX (11 years) vs VTSMX (33 years). SUWZX (0.48) is less costly to investors than VTSMX (0.14). SUWZX is a more actively managed with annual turnover of: 18.00 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 : 5.82 vs. SUWZX (-5.90). VTSMX return over 5 years is better than : 90.35 vs. SUWZX (35.54).
| SUWZX | VTSMX | SUWZX / VTSMX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.48 | 0.14 | 343% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -9.443 | -8.825 | 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 | 1.25 | 69% |
| Returns for 1 year | -5.90 | 5.82 | -101% |
| Returns for 3 years | 0.86 | 19.98 | 4% |
| Returns for 5 years | 35.54 | 90.35 | 39% |
| Returns for 10 years | 37.27 | 153.50 | 24% |
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