Ad is loading...
SWTSX vs VSMPX
SWTSX vs VSMPX Comparison
Open Charts SWTSX vs VSMPX
Schwab Total Stock Market Index
Price$95.40
Change+$0.76 (+0.80%)
VolumeN/A
Net Assets25.89B
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.95
Change+$2.02 (+0.80%)
VolumeN/A
Net Assets1.81T
SWTSX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWTSX vs. VSMPX commentary
Apr 03, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. SWTSX (25.9B). VSMPX (1.37) and SWTSX (1.30) 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 : 8.69 vs. VSMPX (7.37). SWTSX return over 5 years is better than : 139.88 vs. VSMPX (124.51).
| 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 | -4.491 | -4.751 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 1.81T | 1% |
| Annual Yield % from dividends | 1.30 | 1.37 | 95% |
| Returns for 1 year | 8.69 | 7.37 | 118% |
| Returns for 3 years | 26.25 | 21.06 | 125% |
| Returns for 5 years | 139.88 | 124.51 | 112% |
| Returns for 10 years | 195.43 | N/A | - |