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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
SWANX vs VTSAX Comparison Chart
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SWANX vs. VTSAX commentary
Jan 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. SWANX (1.5B). 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 : 25.26 vs. SWANX (17.58). VTSAX return over 5 years is better than : 76.10 vs. SWANX (4.22).
| 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 | 1.845 | 2.241 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 1.78T | 0% |
| Annual Yield % from dividends | 0.92 | 1.35 | 68% |
| Returns for 1 year | 17.58 | 25.26 | 70% |
| Returns for 3 years | 4.62 | 28.96 | 16% |
| Returns for 5 years | 4.22 | 76.10 | 6% |
| Returns for 10 years | 12.55 | 195.63 | 6% |
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