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SWISX vs VTIAX
SWISX vs VTIAX Comparison
Open Charts SWISX vs VTIAX
SWISX vs VTIAX Comparison Chart in %
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SWISX vs. VTIAX commentary
Jul 31, 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 SWISX is a Buy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. SWISX (14.5B). SWISX pays higher dividends than VTIAX: SWISX (3.22) vs VTIAX (2.53). SWISX was incepted earlier than VTIAX: SWISX (29 years) vs VTIAX (16 years). VTIAX (0.09) is less costly to investors than SWISX (0.06). SWISX is a more actively managed with annual turnover of: 10.00 vs. VTIAX (4.00). SWISX has a lower initial minimum investment than VTIAX: SWISX (0) vs VTIAX (3000). SWISX (20.47) and VTIAX (20.42) have marching annual gain over last year. SWISX return over 5 years is better than : 49.44 vs. VTIAX (34.10).
| SWISX | VTIAX | SWISX / VTIAX | |
| Total Expense Ratio | 0.06 | 0.09 | 67% |
| Annual Report Gross Expense Ratio | 0.06 | 0.09 | 67% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 9.889 | 10.384 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.5B | 650B | 2% |
| Annual Yield % from dividends | 3.22 | 2.53 | 128% |
| Returns for 1 year | 20.47 | 20.42 | 100% |
| Returns for 3 years | 53.67 | 47.04 | 114% |
| Returns for 5 years | 49.44 | 34.10 | 145% |
| Returns for 10 years | 114.26 | 93.79 | 122% |
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