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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$140.85
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.72T
SWPPX vs VTSMX Comparison Chart
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SWPPX vs. VTSMX commentary
May 15, 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: 1.72T vs. SWPPX (111B). SWPPX (1.29) and VTSMX (1.26) 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 : 13.40 vs. VTSMX (11.42). SWPPX return over 5 years is better than : 113.31 vs. VTSMX (101.50).
| 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 | -0.188 | -0.851 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 1.72T | 6% |
| Annual Yield % from dividends | 1.29 | 1.26 | 103% |
| Returns for 1 year | 13.40 | 11.42 | 117% |
| Returns for 3 years | 49.51 | 43.31 | 114% |
| Returns for 5 years | 113.31 | 101.50 | 112% |
| Returns for 10 years | 186.15 | 170.93 | 109% |
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