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SWTSX vs VTSAX
SWTSX vs VTSAX Comparison
Open Charts SWTSX vs VTSAX
Schwab Total Stock Market Index
Price$98.96
Change-$3.21 (-3.14%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SWTSX vs VTSAX Comparison Chart
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SWTSX vs. VTSAX commentary
Dec 19, 2024
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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. SWTSX (27.7B). VTSAX pays higher dividends than SWTSX: VTSAX (1.35) vs SWTSX (1.28). SWTSX was incepted earlier than VTSAX: SWTSX (26 years) vs VTSAX (24 years). 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 : 29.36 vs. VTSAX (26.91). SWTSX return over 5 years is better than : 97.86 vs. VTSAX (84.17).
| SWTSX | VTSAX | SWTSX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 28.319 | 26.390 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7B | 1.84T | 2% |
| Annual Yield % from dividends | 1.28 | 1.35 | 94% |
| Returns for 1 year | 29.36 | 26.91 | 109% |
| Returns for 3 years | 34.24 | 27.89 | 123% |
| Returns for 5 years | 97.86 | 84.17 | 116% |
| Returns for 10 years | 225.08 | 192.77 | 117% |
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