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SWPPX vs VTSMX
SWPPX vs VTSMX Comparison
Open Charts SWPPX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$149.57
Change+$0.58 (+0.39%)
VolumeN/A
Net Assets1.91T
SWPPX vs VTSMX Comparison Chart in %
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SWPPX vs. VTSMX commentary
Jul 17, 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: 1.91T vs. SWPPX (119B). SWPPX (1.16) and VTSMX (1.12) 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 : 12.77 vs. VTSMX (9.80). SWPPX return over 5 years is better than : 102.77 vs. VTSMX (88.36).
| 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 | 7.322 | 5.711 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 119B | 1.91T | 6% |
| Annual Yield % from dividends | 1.16 | 1.12 | 104% |
| Returns for 1 year | 12.77 | 9.80 | 130% |
| Returns for 3 years | 66.94 | 59.40 | 113% |
| Returns for 5 years | 102.77 | 88.36 | 116% |
| Returns for 10 years | 206.13 | 188.76 | 109% |
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