Ad is loading...
SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
SWANX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWANX vs. VTSMX commentary
Apr 04, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SWANX (1.37B). VTSMX pays higher dividends than SWANX: VTSMX (1.25) vs SWANX (0.49). SWANX was incepted earlier than VTSMX: SWANX (29 years) vs VTSMX (33 years). SWANX (0.73) is less costly to investors than VTSMX (0.14). SWANX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (2.00). SWANX has a lower initial minimum investment than VTSMX: SWANX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 8.05 vs. SWANX (1.45). VTSMX return over 5 years is better than : 126.23 vs. SWANX (32.03).
| SWANX | VTSMX | SWANX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.73 | 0.14 | 521% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | -4.891 | -3.986 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 1.81T | 0% |
| Annual Yield % from dividends | 0.49 | 1.25 | 39% |
| Returns for 1 year | 1.45 | 8.05 | 18% |
| Returns for 3 years | -1.27 | 21.01 | -6% |
| Returns for 5 years | 32.03 | 126.23 | 25% |
| Returns for 10 years | 0.49 | 166.80 | 0% |