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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
SWANX vs VTSMX Comparison Chart
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SWANX vs. VTSMX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. SWANX (1.3B). 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 : 5.27 vs. SWANX (-1.05). VTSMX return over 5 years is better than : 86.77 vs. SWANX (10.23).
| 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 | -9.181 | -9.023 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.3B | 1.7T | 0% |
| Annual Yield % from dividends | 0.49 | 1.25 | 39% |
| Returns for 1 year | -1.05 | 5.27 | -20% |
| Returns for 3 years | -0.12 | 22.56 | -1% |
| Returns for 5 years | 10.23 | 86.77 | 12% |
| Returns for 10 years | -4.54 | 150.14 | -3% |
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