Interact to see
Advertisement
Advertisement
SWANX vs VTSMX
SWANX vs VTSMX Comparison
Open Charts SWANX vs VTSMX
SWANX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWANX vs. VTSMX commentary
Sep 13, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.34T vs. SWANX (1.47B). VTSMX pays higher dividends than SWANX: VTSMX (0.97) 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 : 14.99 vs. SWANX (3.89). VTSMX return over 5 years is better than : 62.93 vs. SWANX (-5.74).
| 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 | 5.835 | 11.336 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 2.34T | 0% |
| Annual Yield % from dividends | 0.35 | 0.97 | 36% |
| Returns for 1 year | 3.89 | 14.99 | 26% |
| Returns for 3 years | 38.03 | 68.80 | 55% |
| Returns for 5 years | -5.74 | 62.93 | -9% |
| Returns for 10 years | 40.29 | 253.68 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers