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SWTSX vs VTSAX
SWTSX vs VTSAX Comparison
Open Charts SWTSX vs VTSAX
SWTSX vs VTSAX Comparison Chart in %
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SWTSX vs. VTSAX commentary
Jun 26, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.31T vs. SWTSX (43.3B). VTSAX (1.00) and SWTSX (0.99) have matching dividends . SWTSX was incepted earlier than VTSAX: SWTSX (27 years) vs VTSAX (26 years). VTSAX (0.04) is less costly to investors than SWTSX (0.03). SWTSX (3.00) and VTSAX (3.00) 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 : 22.85 vs. VTSAX (21.60). SWTSX return over 5 years is better than : 144.87 vs. VTSAX (64.18).
| SWTSX | VTSAX | SWTSX / VTSAX | |
| Total Expense Ratio | 0.03 | 0.04 | 75% |
| Annual Report Gross Expense Ratio | 0.03 | 0.04 | 75% |
| Fund Existence | 27 years | 26 years | - |
| Gain YTD | 8.847 | 8.490 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.3B | 2.31T | 2% |
| Annual Yield % from dividends | 0.99 | 1.00 | 98% |
| Returns for 1 year | 22.85 | 21.60 | 106% |
| Returns for 3 years | 108.13 | 70.23 | 154% |
| Returns for 5 years | 144.87 | 64.18 | 226% |
| Returns for 10 years | 904.72 | 270.78 | 334% |
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