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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
SWANX vs VTSAX Comparison Chart in %
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SWANX vs. VTSAX commentary
Aug 08, 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: 1.91T vs. SWANX (1.47B). VTSAX pays higher dividends than SWANX: VTSAX (1.18) vs SWANX (0.44). 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 : 21.78 vs. SWANX (10.94). VTSAX return over 5 years is better than : 83.94 vs. SWANX (8.61).
| 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 | 5.234 | 7.459 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 1.91T | 0% |
| Annual Yield % from dividends | 0.44 | 1.18 | 37% |
| Returns for 1 year | 10.94 | 21.78 | 50% |
| Returns for 3 years | 19.34 | 50.18 | 39% |
| Returns for 5 years | 8.61 | 83.94 | 10% |
| Returns for 10 years | 9.44 | 197.46 | 5% |
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