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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SWANX vs VTSMX Comparison Chart
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SWANX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SWANX (1.48B). 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 : 19.83 vs. SWANX (12.81). VTSMX return over 5 years is better than : 78.15 vs. SWANX (6.35).
| 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 | 3.303 | 4.057 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.84T | 0% |
| Annual Yield % from dividends | 0.92 | 1.26 | 73% |
| Returns for 1 year | 12.81 | 19.83 | 65% |
| Returns for 3 years | 12.46 | 39.38 | 32% |
| Returns for 5 years | 6.35 | 78.15 | 8% |
| Returns for 10 years | 7.75 | 185.46 | 4% |
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