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SWANX vs VSMPX
SWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
SWANX vs VSMPX Comparison Chart in %
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SWANX vs. VSMPX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SWANX (1.47B). VSMPX pays higher dividends than SWANX: VSMPX (1.20) vs SWANX (0.44). SWANX was incepted earlier than VSMPX: SWANX (29 years) vs VSMPX (10 years). SWANX (0.72) 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 : 21.79 vs. SWANX (10.94). VSMPX return over 5 years is better than : 83.98 vs. SWANX (8.61).
| SWANX | VSMPX | SWANX / VSMPX | |
| Total Expense Ratio | 0.72 | 0.02 | 3,600% |
| Annual Report Gross Expense Ratio | 0.72 | 0.02 | 3,600% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 5.234 | 7.466 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 1.91T | 0% |
| Annual Yield % from dividends | 0.44 | 1.20 | 36% |
| Returns for 1 year | 10.94 | 21.79 | 50% |
| Returns for 3 years | 19.34 | 50.22 | 39% |
| Returns for 5 years | 8.61 | 83.98 | 10% |
| Returns for 10 years | 9.44 | 188.00 | 5% |
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