Ad is loading...
SWANX vs VSTSX
SWANX vs VSTSX Comparison
Open Charts SWANX vs VSTSX
Vanguard Total Stock Mkt Idx Instl Sel
Price$283.94
Change+$2.66 (+0.95%)
VolumeN/A
Net Assets1.78T
SWANX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWANX vs. VSTSX 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.78T vs. SWANX (1.5B). VSTSX pays higher dividends than SWANX: VSTSX (1.36) vs SWANX (0.92). SWANX was incepted earlier than VSTSX: SWANX (29 years) vs VSTSX (9 years). SWANX is a more actively managed with annual turnover of: 14.00 vs. VSTSX (2.00). SWANX has a lower initial minimum investment than VSTSX: SWANX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 25.28 vs. SWANX (17.58). VSTSX return over 5 years is better than : 76.20 vs. SWANX (4.22).
| SWANX | VSTSX | SWANX / VSTSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 1.845 | 2.247 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| 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 | 25.28 | 70% |
| Returns for 3 years | 4.62 | 29.03 | 16% |
| Returns for 5 years | 4.22 | 76.20 | 6% |
| Returns for 10 years | 12.55 | N/A | - |