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SWTSX vs VSMPX
SWTSX vs VSMPX Comparison
Open Charts SWTSX vs VSMPX
Schwab Total Stock Market Index
Price$101.30
Change+$1.07 (+1.07%)
VolumeN/A
Net Assets27.46B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
SWTSX vs VSMPX Comparison Chart
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SWTSX vs. VSMPX commentary
Jun 07, 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 SWTSX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. SWTSX (27.5B). VSMPX (1.29) and SWTSX (1.23) have matching dividends . SWTSX was incepted earlier than VSMPX: SWTSX (26 years) vs VSMPX (10 years). SWTSX (0.03) is less costly to investors than VSMPX (0.02). SWTSX (2.00) and VSMPX (2.00) have comparable annual turnover. SWTSX has a lower initial minimum investment than VSMPX: SWTSX (0) vs VSMPX (100000000). SWTSX annual gain was more profitable for investors over the last year : 12.35 vs. VSMPX (10.97). SWTSX return over 5 years is better than : 93.48 vs. VSMPX (81.02).
| SWTSX | VSMPX | SWTSX / VSMPX | |
| Total Expense Ratio | 0.03 | 0.02 | 150% |
| Annual Report Gross Expense Ratio | 0.03 | 0.02 | 150% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 1.150 | 0.837 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.5B | 1.82T | 2% |
| Annual Yield % from dividends | 1.23 | 1.29 | 95% |
| Returns for 1 year | 12.35 | 10.97 | 113% |
| Returns for 3 years | 46.41 | 40.40 | 115% |
| Returns for 5 years | 93.48 | 81.02 | 115% |
| Returns for 10 years | 210.57 | 171.64 | 123% |
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