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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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SWPPX vs VTSMX Comparison Chart
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SWPPX vs. VTSMX commentary
Sep 21, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SWPPX (103B). SWPPX (1.29) and VTSMX (1.26) have matching dividends . SWPPX was incepted earlier than VTSMX: SWPPX (27 years) vs VTSMX (32 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 : 33.85 vs. VTSMX (31.53). SWPPX return over 5 years is better than : 99.38 vs. VTSMX (85.64).
| SWPPX | VTSMX | SWPPX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 20.985 | 18.617 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 103B | 1.72T | 6% |
| Annual Yield % from dividends | 1.29 | 1.26 | 102% |
| Returns for 1 year | 33.85 | 31.53 | 107% |
| Returns for 3 years | 35.11 | 25.35 | 138% |
| Returns for 5 years | 99.38 | 85.64 | 116% |
| Returns for 10 years | 195.54 | 187.59 | 104% |