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SWTSX vs VTSAX
SWTSX vs VTSAX Comparison
Open Charts SWTSX vs VTSAX
Schwab Total Stock Market Index
Price$15.57
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets30B
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SWTSX vs VTSAX Comparison Chart in %
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SWTSX vs. VTSAX commentary
Aug 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. SWTSX (30B). VTSAX (1.18) and SWTSX (1.14) 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 : 26.85 vs. VTSAX (16.22). SWTSX return over 5 years is better than : 209.09 vs. VTSAX (85.86).
| 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 | 9.991 | 9.275 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30B | 1.91T | 2% |
| Annual Yield % from dividends | 1.14 | 1.18 | 97% |
| Returns for 1 year | 26.85 | 16.22 | 166% |
| Returns for 3 years | 99.89 | 46.82 | 213% |
| Returns for 5 years | 209.09 | 85.86 | 244% |
| Returns for 10 years | 834.61 | 203.17 | 411% |
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