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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
SWPPX vs VTSMX Comparison Chart
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SWPPX vs. VTSMX commentary
Feb 23, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SWPPX (113B). 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 : 19.76 vs. VTSMX (17.60). SWPPX return over 5 years is better than : 87.94 vs. VTSMX (74.84).
| 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 | 2.415 | 2.121 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 113B | 1.84T | 6% |
| Annual Yield % from dividends | 1.29 | 1.26 | 102% |
| Returns for 1 year | 19.76 | 17.60 | 112% |
| Returns for 3 years | 43.86 | 36.78 | 119% |
| Returns for 5 years | 87.94 | 74.84 | 118% |
| Returns for 10 years | 195.83 | 180.15 | 109% |
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