SWMRX
Price
$18.37
Change
+$0.05 (+0.27%)
Updated
Jul 25 closing price
Net Assets
346.24M
VTIVX
Price
$33.14
Change
+$0.05 (+0.15%)
Updated
Jul 25 closing price
Net Assets
99.04B
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SWMRX vs VTIVX

Header iconSWMRX vs VTIVX Comparison
Open Charts SWMRX vs VTIVXBanner chart's image
Schwab Target 2045
Price$18.37
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets346.24M
Vanguard Target Retirement 2045 Fund
Price$33.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets99.04B
SWMRX vs VTIVX Comparison Chart in %
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SWMRX vs. VTIVX commentary
Jul 26, 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: 99B vs. SWMRX (346M). VTIVX pays higher dividends than SWMRX: VTIVX (2.11) vs SWMRX (1.80). SWMRX was incepted earlier than VTIVX: SWMRX (13 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 : 15.07 vs. SWMRX (13.94). SWMRX return over 5 years is better than : 45.23 vs. VTIVX (39.49).
SWMRXVTIVXSWMRX / VTIVX
Total Expense Ratio0.520.08650%
Annual Report Gross Expense Ratio0.550.08688%
Fund Existence13 years22 years-
Gain YTD10.49511.52791%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets346M99B0%
Annual Yield % from dividends1.802.1185%
Returns for 1 year13.9415.0792%
Returns for 3 years35.6743.0483%
Returns for 5 years45.2339.49115%
Returns for 10 years62.7582.6976%
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