Ad is loading...
Ad is loading...
SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SWANX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWANX vs. VTSMX commentary
Nov 17, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SWANX (1.49B). 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). VTSMX annual gain was more profitable for investors over the last year : 30.52 vs. SWANX (28.00). VTSMX return over 5 years is better than : 83.72 vs. SWANX (14.31).
| 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 | 24.291 | 22.392 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 1.73T | 0% |
| Annual Yield % from dividends | 0.92 | 1.26 | 73% |
| Returns for 1 year | 28.00 | 30.52 | 92% |
| Returns for 3 years | -15.09 | 19.91 | -76% |
| Returns for 5 years | 14.31 | 83.72 | 17% |
| Returns for 10 years | 0.81 | 186.07 | 0% |