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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$160.44
Change-$0.75 (-0.47%)
VolumeN/A
Net Assets2.02T
SWPPX vs VTSMX Comparison Chart in %
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SWPPX vs. VTSMX commentary
Oct 08, 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: 2.02T vs. SWPPX (129B). SWPPX (1.07) and VTSMX (1.04) 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 : 27.46 vs. VTSMX (18.34). SWPPX return over 5 years is better than : 149.19 vs. VTSMX (89.06).
| 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 | 15.719 | 14.389 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 2.02T | 6% |
| Annual Yield % from dividends | 1.07 | 1.04 | 103% |
| Returns for 1 year | 27.46 | 18.34 | 150% |
| Returns for 3 years | 119.02 | 82.05 | 145% |
| Returns for 5 years | 149.19 | 89.06 | 168% |
| Returns for 10 years | 371.01 | 231.08 | 161% |
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