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SWANX vs VSMPX
SWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.37
Change+$1.71 (+0.61%)
VolumeN/A
Net Assets1.91T
SWANX vs VSMPX Comparison Chart in %
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VS
SWANX vs. VSMPX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. SWANX (1.47B). VSMPX pays higher dividends than SWANX: VSMPX (1.22) 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 : 11.81 vs. SWANX (3.85). VSMPX return over 5 years is better than : 89.18 vs. SWANX (12.66).
| 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 | 4.719 | 6.127 | 77% |
| 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 | 1.22 | 36% |
| Returns for 1 year | 3.85 | 11.81 | 33% |
| Returns for 3 years | 26.52 | 61.29 | 43% |
| Returns for 5 years | 12.66 | 89.18 | 14% |
| Returns for 10 years | 7.89 | 181.27 | 4% |
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