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SWANX vs VSMPX
SWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$265.08
Change-$3.50 (-1.30%)
VolumeN/A
CapitalizationN/A
SWANX vs VSMPX Comparison Chart
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SWANX vs. VSMPX commentary
Nov 17, 2024
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 StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. SWANX (1.49B). VSMPX pays higher dividends than SWANX: VSMPX (1.36) vs SWANX (0.92). SWANX was incepted earlier than VSMPX: SWANX (28 years) vs VSMPX (10 years). SWANX is a more actively managed with annual turnover of: 14.00 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 : 30.55 vs. SWANX (28.00). VSMPX return over 5 years is better than : 83.80 vs. SWANX (14.31).
| SWANX | VSMPX | SWANX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 10 years | - |
| Gain YTD | 24.291 | 22.437 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 1.73T | 0% |
| Annual Yield % from dividends | 0.92 | 1.36 | 68% |
| Returns for 1 year | 28.00 | 30.55 | 92% |
| Returns for 3 years | -15.09 | 19.95 | -76% |
| Returns for 5 years | 14.31 | 83.80 | 17% |
| Returns for 10 years | 0.81 | N/A | - |
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