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SWANX vs VSMPX
SWANX vs VSMPX Comparison
Open Charts SWANX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
SWANX vs VSMPX Comparison Chart
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SWANX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. SWANX (1.42B). VSMPX pays higher dividends than SWANX: VSMPX (1.29) vs SWANX (0.46). 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 : 10.97 vs. SWANX (3.04). VSMPX return over 5 years is better than : 81.02 vs. SWANX (9.72).
| 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 | 0.601 | 0.837 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.82T | 0% |
| Annual Yield % from dividends | 0.46 | 1.29 | 36% |
| Returns for 1 year | 3.04 | 10.97 | 28% |
| Returns for 3 years | 12.74 | 40.40 | 32% |
| Returns for 5 years | 9.72 | 81.02 | 12% |
| Returns for 10 years | 6.61 | 171.64 | 4% |
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