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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$136.96
Change-$0.34 (-0.25%)
VolumeN/A
CapitalizationN/A
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SWANX vs VTSAX Comparison Chart
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SWANX vs. VTSAX commentary
Sep 21, 2024
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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SWANX (1.48B). VTSAX pays higher dividends than SWANX: VTSAX (1.35) vs SWANX (0.92). SWANX was incepted earlier than VTSAX: SWANX (28 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 (31.56) and SWANX (31.34) have marching annual gain over last year. VTSAX return over 5 years is better than : 85.68 vs. SWANX (16.90).
| SWANX | VTSAX | SWANX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 21.901 | 18.645 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.72T | 0% |
| Annual Yield % from dividends | 0.92 | 1.35 | 68% |
| Returns for 1 year | 31.34 | 31.56 | 99% |
| Returns for 3 years | -10.95 | 25.35 | -43% |
| Returns for 5 years | 16.90 | 85.68 | 20% |
| Returns for 10 years | 2.58 | 188.32 | 1% |
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