SWANX
Price
$21.65
Change
+$0.48 (+2.27%)
Updated
Apr 24 closing price
Net Assets
1.3B
VTSAX
Price
$130.93
Change
+$2.66 (+2.07%)
Updated
Apr 24 closing price
Net Assets
1.7T
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SWANX vs VTSAX

Header iconSWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAXBanner chart's image
Schwab Core Equity
Price$21.65
Change+$0.48 (+2.27%)
VolumeN/A
Net Assets1.3B
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
SWANX vs VTSAX Comparison Chart
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SWANX vs. VTSAX commentary
Apr 25, 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 Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SWANX (1.3B). 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 : 5.27 vs. SWANX (-1.05). VTSAX return over 5 years is better than : 86.80 vs. SWANX (10.23).
SWANXVTSAXSWANX / VTSAX
Total Expense Ratio0.730.041,825%
Annual Report Gross Expense Ratio0.730.041,825%
Fund Existence29 years24 years-
Gain YTD-9.181-9.019102%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.3B1.7T0%
Annual Yield % from dividends0.491.3536%
Returns for 1 year-1.055.27-20%
Returns for 3 years-0.1222.59-1%
Returns for 5 years10.2386.8012%
Returns for 10 years-4.54150.71-3%
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