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SWANX vs VSMPX
SWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
SWANX vs VSMPX Comparison Chart
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SWANX vs. VSMPX commentary
Feb 23, 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: 1.84T vs. SWANX (1.48B). 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 : 19.85 vs. SWANX (10.94). VSMPX return over 5 years is better than : 78.20 vs. SWANX (4.58).
| 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 | 1.587 | 4.071 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.84T | 0% |
| Annual Yield % from dividends | 0.92 | 1.36 | 68% |
| Returns for 1 year | 10.94 | 19.85 | 55% |
| Returns for 3 years | 10.60 | 39.42 | 27% |
| Returns for 5 years | 4.58 | 78.20 | 6% |
| Returns for 10 years | 5.96 | N/A | - |