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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SWANX vs VTSAX Comparison Chart
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SWANX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. SWANX (1.37B). VTSAX pays higher dividends than SWANX: VTSAX (1.35) vs SWANX (0.49). SWANX was incepted earlier than VTSAX: SWANX (29 years) vs VTSAX (24 years). SWANX (0.73) 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 : 8.05 vs. SWANX (1.45). VTSAX return over 5 years is better than : 126.25 vs. SWANX (32.03).
| SWANX | VTSAX | SWANX / VTSAX | |
| Total Expense Ratio | 0.73 | 0.04 | 1,825% |
| Annual Report Gross Expense Ratio | 0.73 | 0.04 | 1,825% |
| Fund Existence | 29 years | 24 years | - |
| Gain YTD | -4.891 | -3.990 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 1.81T | 0% |
| Annual Yield % from dividends | 0.49 | 1.35 | 36% |
| Returns for 1 year | 1.45 | 8.05 | 18% |
| Returns for 3 years | -1.27 | 21.03 | -6% |
| Returns for 5 years | 32.03 | 126.25 | 25% |
| Returns for 10 years | 0.49 | 167.38 | 0% |