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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SWPPX vs VTSMX Comparison Chart
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SWPPX vs. VTSMX commentary
Nov 18, 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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SWPPX (108B). 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 (31.99) and VTSMX (30.52) have marching annual gain over last year. SWPPX return over 5 years is better than : 96.23 vs. VTSMX (83.72).
| 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 | 24.514 | 22.392 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108B | 1.73T | 6% |
| Annual Yield % from dividends | 1.29 | 1.26 | 102% |
| Returns for 1 year | 31.99 | 30.52 | 105% |
| Returns for 3 years | 28.55 | 19.91 | 143% |
| Returns for 5 years | 96.23 | 83.72 | 115% |
| Returns for 10 years | 193.05 | 186.07 | 104% |
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