Interact to see
Advertisement
Advertisement
SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
SWANX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWANX vs. VTSMX commentary
Aug 08, 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: 1.91T vs. SWANX (1.47B). VTSMX pays higher dividends than SWANX: VTSMX (1.09) vs SWANX (0.44). SWANX was incepted earlier than VTSMX: SWANX (29 years) vs VTSMX (33 years). SWANX (0.72) 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 : 21.77 vs. SWANX (10.94). VTSMX return over 5 years is better than : 83.91 vs. SWANX (8.61).
| SWANX | VTSMX | SWANX / VTSMX | |
| Total Expense Ratio | 0.72 | 0.14 | 514% |
| Annual Report Gross Expense Ratio | 0.72 | 0.14 | 514% |
| Fund Existence | 29 years | 33 years | - |
| Gain YTD | 5.234 | 7.450 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 1.91T | 0% |
| Annual Yield % from dividends | 0.44 | 1.09 | 40% |
| Returns for 1 year | 10.94 | 21.77 | 50% |
| Returns for 3 years | 19.34 | 50.15 | 39% |
| Returns for 5 years | 8.61 | 83.91 | 10% |
| Returns for 10 years | 9.44 | 196.78 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement