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SWANX vs VTSAX
SWANX vs VTSAX Comparison
Open Charts SWANX vs VTSAX
SWANX vs VTSAX Comparison Chart in %
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SWANX vs. VTSAX commentary
Aug 23, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.29T vs. SWANX (1.5B). VTSAX pays higher dividends than SWANX: VTSAX (1.05) vs SWANX (0.36). SWANX was incepted earlier than VTSAX: SWANX (30 years) vs VTSAX (26 years). SWANX (0.73) is less costly to investors than VTSAX (0.04). SWANX is a more actively managed with annual turnover of: 20.00 vs. VTSAX (3.00). 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 : 21.03 vs. SWANX (8.10). VTSAX return over 5 years is better than : 66.56 vs. SWANX (-4.80).
| 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 | 30 years | 26 years | - |
| Gain YTD | 7.042 | 12.874 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 2.29T | 0% |
| Annual Yield % from dividends | 0.36 | 1.05 | 34% |
| Returns for 1 year | 8.10 | 21.03 | 38% |
| Returns for 3 years | 42.32 | 74.30 | 57% |
| Returns for 5 years | -4.80 | 66.56 | -7% |
| Returns for 10 years | 38.57 | 249.88 | 15% |
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