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SWTSX vs VTSAX
SWTSX vs VTSAX Comparison
Open Charts SWTSX vs VTSAX
Schwab Total Stock Market Index
Price$102.76
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets28.2B
Vanguard Total Stock Mkt Idx Adm
Price$145.69
Change-$0.19 (-0.13%)
VolumeN/A
Net Assets1.82T
SWTSX vs VTSAX Comparison Chart in %
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SWTSX vs. VTSAX commentary
Jun 26, 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: 1.82T vs. SWTSX (28.2B). VTSAX (1.28) and SWTSX (1.23) have matching dividends . SWTSX was incepted earlier than VTSAX: SWTSX (26 years) vs VTSAX (25 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 : 13.18 vs. VTSAX (11.72). SWTSX return over 5 years is better than : 110.89 vs. VTSAX (98.00).
| 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 | 25 years | - |
| Gain YTD | 3.825 | 3.472 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2B | 1.82T | 2% |
| Annual Yield % from dividends | 1.23 | 1.28 | 96% |
| Returns for 1 year | 13.18 | 11.72 | 112% |
| Returns for 3 years | 60.17 | 54.03 | 111% |
| Returns for 5 years | 110.89 | 98.00 | 113% |
| Returns for 10 years | 215.04 | 185.77 | 116% |
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