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SWANX vs VSMPX
SWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
SWANX vs VSMPX Comparison Chart
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VS
VS
SWANX vs. VSMPX commentary
Jan 19, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. SWANX (1.5B). VSMPX pays higher dividends than SWANX: VSMPX (1.36) vs SWANX (0.92). SWANX was incepted earlier than VSMPX: SWANX (29 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 : 25.27 vs. SWANX (17.58). VSMPX return over 5 years is better than : 76.14 vs. SWANX (4.22).
| SWANX | VSMPX | SWANX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 1.845 | 2.245 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.78T | 0% |
| Annual Yield % from dividends | 0.92 | 1.36 | 68% |
| Returns for 1 year | 17.58 | 25.27 | 70% |
| Returns for 3 years | 4.62 | 29.00 | 16% |
| Returns for 5 years | 4.22 | 76.14 | 6% |
| Returns for 10 years | 12.55 | N/A | - |
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