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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$159.29
Change+$0.70 (+0.44%)
VolumeN/A
Net Assets2.02T
SWANX vs VTSAX Comparison Chart in %
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SWANX vs. VTSAX commentary
Oct 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 Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. SWANX (1.52B). VTSAX pays higher dividends than SWANX: VTSAX (1.13) vs SWANX (0.42). SWANX was incepted earlier than VTSAX: SWANX (29 years) vs VTSAX (25 years). SWANX (0.72) is less costly to investors than VTSAX (0.04). SWANX is a more actively managed with annual turnover of: 30.00 vs. VTSAX (2.00). SWANX has a lower initial minimum investment than VTSAX: SWANX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.81 vs. SWANX (3.83). VTSAX return over 5 years is better than : 84.90 vs. SWANX (11.13).
| SWANX | VTSAX | SWANX / VTSAX | |
| Total Expense Ratio | 0.72 | 0.04 | 1,800% |
| Annual Report Gross Expense Ratio | 0.72 | 0.04 | 1,800% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | 10.553 | 13.023 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 2.02T | 0% |
| Annual Yield % from dividends | 0.42 | 1.13 | 37% |
| Returns for 1 year | 3.83 | 13.81 | 28% |
| Returns for 3 years | 37.87 | 76.08 | 50% |
| Returns for 5 years | 11.13 | 84.90 | 13% |
| Returns for 10 years | 20.17 | 225.85 | 9% |
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