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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
SWPPX vs VTSMX Comparison Chart
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SWPPX vs. VTSMX commentary
Jun 07, 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 SWPPX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. SWPPX (113B). SWPPX (1.22) and VTSMX (1.18) have matching dividends . SWPPX was incepted earlier than VTSMX: SWPPX (28 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than SWPPX (0.02). SWPPX (2.00) and VTSMX (2.00) have comparable annual turnover. SWPPX has a lower initial minimum investment than VTSMX: SWPPX (0) vs VTSMX (3000). SWPPX annual gain was more profitable for investors over the last year : 12.98 vs. VTSMX (11.39). SWPPX return over 5 years is better than : 94.56 vs. VTSMX (81.77).
| SWPPX | VTSMX | SWPPX / VTSMX | |
| Total Expense Ratio | 0.02 | 0.14 | 14% |
| Annual Report Gross Expense Ratio | 0.02 | 0.14 | 14% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 2.083 | 1.278 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 1.82T | 6% |
| Annual Yield % from dividends | 1.22 | 1.18 | 103% |
| Returns for 1 year | 12.98 | 11.39 | 114% |
| Returns for 3 years | 49.11 | 42.44 | 116% |
| Returns for 5 years | 94.56 | 81.77 | 116% |
| Returns for 10 years | 198.29 | 181.22 | 109% |
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