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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SWPPX vs VTSMX Comparison Chart
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SWPPX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T 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 : 29.86 vs. VTSMX (26.90). SWPPX return over 5 years is better than : 97.53 vs. VTSMX (84.16).
| 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 | 29.007 | 26.352 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 112B | 1.84T | 6% |
| Annual Yield % from dividends | 1.29 | 1.26 | 102% |
| Returns for 1 year | 29.86 | 26.90 | 111% |
| Returns for 3 years | 35.43 | 27.88 | 127% |
| Returns for 5 years | 97.53 | 84.16 | 116% |
| Returns for 10 years | 205.77 | 192.04 | 107% |