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SWANX vs VSTSX
SWANX vs VSTSX Comparison
Open Charts SWANX vs VSTSX
Vanguard Total Stock Mkt Idx Instl Sel
Price$253.01
Change-$13.54 (-5.08%)
VolumeN/A
Net Assets1.81T
SWANX vs VSTSX Comparison Chart
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SWANX vs. VSTSX commentary
Apr 04, 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 VSTSX is a Hold.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.81T vs. SWANX (1.37B). VSTSX pays higher dividends than SWANX: VSTSX (1.37) vs SWANX (0.49). SWANX was incepted earlier than VSTSX: SWANX (29 years) vs VSTSX (9 years). SWANX (0.73) is less costly to investors than VSTSX (0.01). SWANX is a more actively managed with annual turnover of: 30.00 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 : 8.07 vs. SWANX (1.45). VSTSX return over 5 years is better than : 126.39 vs. SWANX (32.03).
| SWANX | VSTSX | SWANX / VSTSX | |
| Total Expense Ratio | 0.73 | 0.01 | 7,300% |
| Annual Report Gross Expense Ratio | 0.73 | 0.01 | 7,300% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | -4.891 | -3.985 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 1.81T | 0% |
| Annual Yield % from dividends | 0.49 | 1.37 | 36% |
| Returns for 1 year | 1.45 | 8.07 | 18% |
| Returns for 3 years | -1.27 | 21.09 | -6% |
| Returns for 5 years | 32.03 | 126.39 | 25% |
| Returns for 10 years | 0.49 | N/A | - |