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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SWANX vs VTSMX Comparison Chart
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SWANX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SWANX (1.5B). VTSMX pays higher dividends than SWANX: VTSMX (1.26) vs SWANX (0.92). SWANX was incepted earlier than VTSMX: SWANX (29 years) vs VTSMX (33 years). SWANX is a more actively managed with annual turnover of: 14.00 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 : 25.24 vs. SWANX (17.58). VTSMX return over 5 years is better than : 76.07 vs. SWANX (4.22).
| SWANX | VTSMX | SWANX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 33 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 | 1.26 | 73% |
| Returns for 1 year | 17.58 | 25.24 | 70% |
| Returns for 3 years | 4.62 | 28.94 | 16% |
| Returns for 5 years | 4.22 | 76.07 | 6% |
| Returns for 10 years | 12.55 | 194.99 | 6% |
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