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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
Sep 23, 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: 2.34T vs. SWTSX (44.7B). VTSAX pays higher dividends than SWTSX: VTSAX (1.02) vs SWTSX (0.97). 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 : 15.61 vs. VTSAX (14.47). SWTSX return over 5 years is better than : 148.26 vs. VTSAX (66.00).
| 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 | 12.691 | 12.095 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7B | 2.34T | 2% |
| Annual Yield % from dividends | 0.97 | 1.02 | 95% |
| Returns for 1 year | 15.61 | 14.47 | 108% |
| Returns for 3 years | 115.36 | 76.35 | 151% |
| Returns for 5 years | 148.26 | 66.00 | 225% |
| Returns for 10 years | 849.72 | 249.73 | 340% |
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