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SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
SWANX vs VTSMX Comparison Chart in %
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SWANX vs. VTSMX commentary
Jul 14, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. SWANX (1.5B). VTSMX pays higher dividends than SWANX: VTSMX (0.99) vs SWANX (0.36). SWANX was incepted earlier than VTSMX: SWANX (30 years) vs VTSMX (34 years). SWANX (0.73) is less costly to investors than VTSMX (0.06). SWANX is a more actively managed with annual turnover of: 20.00 vs. VTSMX (3.00). SWANX (0) and VTSMX (0) have matching initial minimum investment requirements. VTSMX annual gain was more profitable for investors over the last year : 21.46 vs. SWANX (7.66). VTSMX return over 5 years is better than : 66.43 vs. SWANX (-4.88).
| SWANX | VTSMX | SWANX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.06 | 1,217% |
| Annual Report Gross Expense Ratio | 0.73 | 0.06 | 1,217% |
| Fund Existence | 30 years | 34 years | - |
| Gain YTD | 5.231 | 11.201 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 2.3T | 0% |
| Annual Yield % from dividends | 0.36 | 0.99 | 37% |
| Returns for 1 year | 7.66 | 21.46 | 36% |
| Returns for 3 years | 36.05 | 66.96 | 54% |
| Returns for 5 years | -4.88 | 66.43 | -7% |
| Returns for 10 years | 38.29 | 249.71 | 15% |
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