SWMRX
Price
$18.17
Change
+$0.08 (+0.44%)
Updated
Jul 3 closing price
Net Assets
338.23M
VTIVX
Price
$32.70
Change
+$0.15 (+0.46%)
Updated
Jul 3 closing price
Net Assets
94.97B
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SWMRX vs VTIVX

Header iconSWMRX vs VTIVX Comparison
Open Charts SWMRX vs VTIVXBanner chart's image
Schwab Target 2045
Price$18.17
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets338.23M
Vanguard Target Retirement 2045 Fund
Price$32.70
Change+$0.15 (+0.46%)
VolumeN/A
Net Assets94.97B
SWMRX vs VTIVX Comparison Chart in %
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SWMRX vs. VTIVX commentary
Jul 04, 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 SWMRX is a Hold and VTIVX is a Hold.

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FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 95B vs. SWMRX (338M). VTIVX pays higher dividends than SWMRX: VTIVX (2.11) vs SWMRX (1.80). SWMRX was incepted earlier than VTIVX: SWMRX (12 years) vs VTIVX (22 years). SWMRX (0.55) is less costly to investors than VTIVX (0.08). SWMRX is a more actively managed with annual turnover of: 6.00 vs. VTIVX (1.00). SWMRX has a lower initial minimum investment than VTIVX: SWMRX (0) vs VTIVX (1000). VTIVX annual gain was more profitable for investors over the last year : 12.00 vs. SWMRX (11.35). SWMRX return over 5 years is better than : 46.97 vs. VTIVX (40.91).
SWMRXVTIVXSWMRX / VTIVX
Total Expense Ratio0.520.08650%
Annual Report Gross Expense Ratio0.550.08688%
Fund Existence12 years22 years-
Gain YTD9.1079.70794%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets338M95B0%
Annual Yield % from dividends1.802.1185%
Returns for 1 year11.3512.0095%
Returns for 3 years36.4843.1485%
Returns for 5 years46.9740.91115%
Returns for 10 years61.8480.4677%
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