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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SWPPX vs VTSMX Comparison Chart
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SWPPX vs. VTSMX commentary
Jan 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. SWPPX (112B). SWPPX (1.29) and VTSMX (1.26) have matching dividends . SWPPX was incepted earlier than VTSMX: SWPPX (28 years) vs VTSMX (33 years). 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 : 27.12 vs. VTSMX (25.24). SWPPX return over 5 years is better than : 88.02 vs. VTSMX (76.07).
| SWPPX | VTSMX | SWPPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | 2.016 | 2.241 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 1.78T | 6% |
| Annual Yield % from dividends | 1.29 | 1.26 | 102% |
| Returns for 1 year | 27.12 | 25.24 | 107% |
| Returns for 3 years | 34.98 | 28.94 | 121% |
| Returns for 5 years | 88.02 | 76.07 | 116% |
| Returns for 10 years | 208.94 | 194.99 | 107% |
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