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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SWANX vs VTSMX Comparison Chart
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SWANX vs. VTSMX commentary
Dec 19, 2024
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SWANX (1.43B). VTSMX pays higher dividends than SWANX: VTSMX (1.26) vs SWANX (0.92). SWANX was incepted earlier than VTSMX: SWANX (28 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). SWANX annual gain was more profitable for investors over the last year : 31.46 vs. VTSMX (26.90). VTSMX return over 5 years is better than : 84.16 vs. SWANX (18.93).
| SWANX | VTSMX | SWANX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 30.345 | 26.352 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.84T | 0% |
| Annual Yield % from dividends | 0.92 | 1.26 | 73% |
| Returns for 1 year | 31.46 | 26.90 | 117% |
| Returns for 3 years | 14.49 | 27.88 | 52% |
| Returns for 5 years | 18.93 | 84.16 | 22% |
| Returns for 10 years | 20.39 | 192.04 | 11% |
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