SWMRX
Price
$18.85
Change
+$0.01 (+0.05%)
Updated
Sep 9 closing price
Net Assets
353.31M
VTIVX
Price
$33.93
Change
+$0.02 (+0.06%)
Updated
Sep 9 closing price
Net Assets
102.2B
Interact to see
Advertisement

SWMRX vs VTIVX

Header iconSWMRX vs VTIVX Comparison
Open Charts SWMRX vs VTIVXBanner chart's image
Schwab Target 2045
Price$18.85
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets353.31M
Vanguard Target Retirement 2045 Fund
Price$33.93
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets102.2B
SWMRX vs VTIVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SWMRX vs. VTIVX commentary
Sep 10, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 102B vs. SWMRX (353M). VTIVX pays higher dividends than SWMRX: VTIVX (2.04) vs SWMRX (1.74). 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 (15.84) and SWMRX (15.13) have marching annual gain over last year. SWMRX return over 5 years is better than : 45.40 vs. VTIVX (39.01).
SWMRXVTIVXSWMRX / VTIVX
Total Expense Ratio0.520.08650%
Annual Report Gross Expense Ratio0.550.08688%
Fund Existence13 years22 years-
Gain YTD13.63114.29195%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets353M102B0%
Annual Yield % from dividends1.742.0485%
Returns for 1 year15.1315.8496%
Returns for 3 years37.3844.1485%
Returns for 5 years45.4039.01116%
Returns for 10 years77.0698.7578%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RNGBX61.730.37
+0.60%
American Funds New Economy R2
BRSVX38.65N/A
N/A
Bridgeway Small-Cap Value
MGSEX76.62N/A
N/A
AMG Veritas Asia Pacific N
IMOPX4.05N/A
N/A
Voya MidCap Opportunities Port S2
RSDQX27.31N/A
N/A
Invesco Rising Dividends R5