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SWTSX vs VTSAX
SWTSX vs VTSAX Comparison
Open Charts SWTSX vs VTSAX
Schwab Total Stock Market Index
Price$90.39
Change+$1.50 (+1.69%)
VolumeN/A
Net Assets24.33B
Vanguard Total Stock Mkt Idx Adm
Price$128.27
Change+$2.13 (+1.69%)
VolumeN/A
Net Assets1.7T
SWTSX vs VTSAX Comparison Chart
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SWTSX vs. VTSAX commentary
Apr 24, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. SWTSX (24.3B). VTSAX (1.35) and SWTSX (1.30) have matching dividends . SWTSX was incepted earlier than VTSAX: SWTSX (26 years) vs VTSAX (24 years). VTSAX (0.04) is less costly to investors than SWTSX (0.03). SWTSX (2.00) and VTSAX (2.00) have comparable annual turnover. SWTSX has a lower initial minimum investment than VTSAX: SWTSX (0) vs VTSAX (3000). SWTSX annual gain was more profitable for investors over the last year : 4.79 vs. VTSAX (3.52). SWTSX return over 5 years is better than : 96.36 vs. VTSAX (83.70).
| SWTSX | VTSAX | SWTSX / VTSAX | |
| Total Expense Ratio | 0.03 | 0.04 | 75% |
| Annual Report Gross Expense Ratio | 0.03 | 0.04 | 75% |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | -10.294 | -10.530 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 1.7T | 1% |
| Annual Yield % from dividends | 1.30 | 1.35 | 96% |
| Returns for 1 year | 4.79 | 3.52 | 136% |
| Returns for 3 years | 26.57 | 21.34 | 124% |
| Returns for 5 years | 96.36 | 83.70 | 115% |
| Returns for 10 years | 171.35 | 145.25 | 118% |
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