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SWTSX vs VTSAX
SWTSX vs VTSAX Comparison
Open Charts SWTSX vs VTSAX
Schwab Total Stock Market Index
Price$105.85
Change+$0.41 (+0.39%)
VolumeN/A
Net Assets28.97B
Vanguard Total Stock Mkt Idx Adm
Price$149.59
Change+$0.57 (+0.38%)
VolumeN/A
Net Assets1.91T
SWTSX vs VTSAX Comparison Chart in %
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SWTSX vs. VTSAX 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 SWTSX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SWTSX (29B). VTSAX (1.21) and SWTSX (1.17) 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 : 12.80 vs. VTSAX (9.80). SWTSX return over 5 years is better than : 102.97 vs. VTSAX (88.40).
| 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 | 6.973 | 5.714 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 1.91T | 2% |
| Annual Yield % from dividends | 1.17 | 1.21 | 97% |
| Returns for 1 year | 12.80 | 9.80 | 131% |
| Returns for 3 years | 67.23 | 59.45 | 113% |
| Returns for 5 years | 102.97 | 88.40 | 116% |
| Returns for 10 years | 221.83 | 189.40 | 117% |
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