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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SWANX vs VTSAX Comparison Chart
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SWANX vs. VTSAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SWANX (1.48B). VTSAX pays higher dividends than SWANX: VTSAX (1.35) vs SWANX (0.92). SWANX was incepted earlier than VTSAX: SWANX (29 years) vs VTSAX (24 years). SWANX is a more actively managed with annual turnover of: 14.00 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 : 17.60 vs. SWANX (12.81). VTSAX return over 5 years is better than : 74.84 vs. SWANX (6.35).
| SWANX | VTSAX | SWANX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | 3.303 | 2.127 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.84T | 0% |
| Annual Yield % from dividends | 0.92 | 1.35 | 68% |
| Returns for 1 year | 12.81 | 17.60 | 73% |
| Returns for 3 years | 12.46 | 36.79 | 34% |
| Returns for 5 years | 6.35 | 74.84 | 8% |
| Returns for 10 years | 7.75 | 180.79 | 4% |
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