SWANX
Price
$21.20
Change
-$0.97 (-4.38%)
Updated
Apr 3 closing price
Net Assets
1.37B
VSMPX
Price
$241.06
Change
-$12.89 (-5.08%)
Updated
Apr 3 closing price
Net Assets
1.81T
Ad is loading...

SWANX vs VSMPX

Header iconSWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPXBanner chart's image
Schwab Core Equity
Price$21.20
Change-$0.97 (-4.38%)
VolumeN/A
Net Assets1.37B
Vanguard Total Stock Mkt Idx Instl Pls
Price$241.06
Change-$12.89 (-5.08%)
VolumeN/A
Net Assets1.81T
SWANX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
SWANX vs. VSMPX commentary
Apr 04, 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 SWANX is a Buy and VSMPX is a Hold.

Ad is loading...
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. SWANX (1.37B). VSMPX pays higher dividends than SWANX: VSMPX (1.37) vs SWANX (0.49). SWANX was incepted earlier than VSMPX: SWANX (29 years) vs VSMPX (10 years). SWANX (0.73) is less costly to investors than VSMPX (0.02). SWANX is a more actively managed with annual turnover of: 30.00 vs. VSMPX (2.00). SWANX has a lower initial minimum investment than VSMPX: SWANX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.06 vs. SWANX (1.45). VSMPX return over 5 years is better than : 126.31 vs. SWANX (32.03).
SWANXVSMPXSWANX / VSMPX
Total Expense Ratio0.730.023,650%
Annual Report Gross Expense Ratio0.730.023,650%
Fund Existence29 years10 years-
Gain YTD-4.891-3.987123%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.37B1.81T0%
Annual Yield % from dividends0.491.3736%
Returns for 1 year1.458.0618%
Returns for 3 years-1.2721.05-6%
Returns for 5 years32.03126.3125%
Returns for 10 years0.49N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TSBX0.390.01
+2.42%
Turnstone Biologics Corp
AMED92.990.01
+0.01%
Amedisys
SLND2.97-0.05
-1.66%
Southland Holdings
GGG80.22-4.42
-5.22%
Graco
BITF0.81-0.05
-5.40%
Bitfarms Ltd