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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$159.64
Change-$0.86 (-0.54%)
VolumeN/A
Net Assets1.95T
SWANX vs VTSMX Comparison Chart in %
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SWANX vs. VTSMX commentary
Sep 24, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX pays higher dividends than SWANX: VTSMX (1.07) vs SWANX (0.43). 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 : 17.02 vs. SWANX (5.17). VTSMX return over 5 years is better than : 101.47 vs. SWANX (18.04).
| 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 | 9.910 | 13.878 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 1.95T | - |
| Annual Yield % from dividends | 0.43 | 1.07 | 40% |
| Returns for 1 year | 5.17 | 17.02 | 30% |
| Returns for 3 years | 38.08 | 79.50 | 48% |
| Returns for 5 years | 18.04 | 101.47 | 18% |
| Returns for 10 years | 24.04 | 243.55 | 10% |
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