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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
SWANX vs VTSAX Comparison Chart
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SWANX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. SWANX (1.42B). VTSAX pays higher dividends than SWANX: VTSAX (1.28) vs SWANX (0.46). 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 : 10.96 vs. SWANX (3.04). VTSAX return over 5 years is better than : 80.95 vs. SWANX (9.72).
| 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 | 0.601 | 0.826 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.82T | 0% |
| Annual Yield % from dividends | 0.46 | 1.28 | 36% |
| Returns for 1 year | 3.04 | 10.96 | 28% |
| Returns for 3 years | 12.74 | 40.35 | 32% |
| Returns for 5 years | 9.72 | 80.95 | 12% |
| Returns for 10 years | 6.61 | 180.53 | 4% |
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