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SWANX vs VTSMX
SWANX vs VTSMX Comparison
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SWANX vs VTSMX Comparison Chart in %
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SWANX vs. VTSMX commentary
Jun 24, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. SWANX (1.49B). VTSMX pays higher dividends than SWANX: VTSMX (0.93) vs SWANX (0.35). 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 : 26.19 vs. SWANX (10.21). VTSMX return over 5 years is better than : 68.72 vs. SWANX (-3.31).
| 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 | 3.260 | 10.391 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.49B | 2.31T | 0% |
| Annual Yield % from dividends | 0.35 | 0.93 | 38% |
| Returns for 1 year | 10.21 | 26.19 | 39% |
| Returns for 3 years | 38.45 | 72.57 | 53% |
| Returns for 5 years | -3.31 | 68.72 | -5% |
| Returns for 10 years | 43.99 | 268.89 | 16% |
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