Interact to see
Advertisement
Advertisement
SWTSX vs VTSAX
SWTSX vs VTSAX Comparison
Open Charts SWTSX vs VTSAX
Schwab Total Stock Market Index
Price$99.99
Change+$0.38 (+0.38%)
VolumeN/A
Net Assets27.28B
Vanguard Total Stock Mkt Idx Adm
Price$141.83
Change+$0.55 (+0.39%)
VolumeN/A
Net Assets1.72T
SWTSX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWTSX vs. VTSAX commentary
Jun 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 Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. SWTSX (27.3B). 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 : 12.98 vs. VTSAX (11.60). SWTSX return over 5 years is better than : 96.78 vs. VTSAX (83.99).
| 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 | 0.525 | 0.209 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 1.72T | 2% |
| Annual Yield % from dividends | 1.23 | 1.28 | 96% |
| Returns for 1 year | 12.98 | 11.60 | 112% |
| Returns for 3 years | 47.49 | 41.40 | 115% |
| Returns for 5 years | 96.78 | 83.99 | 115% |
| Returns for 10 years | 206.71 | 177.02 | 117% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement