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SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
Schwab Total Stock Market Index
Price$15.72
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets30.33B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
SWTSX vs VTSMX Comparison Chart in %
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SWTSX vs. VTSMX commentary
Sep 07, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. SWTSX (30.3B). SWTSX (1.12) and VTSMX (1.07) have matching dividends . SWTSX was incepted earlier than VTSMX: SWTSX (26 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than SWTSX (0.03). SWTSX (2.00) and VTSMX (2.00) have comparable annual turnover. SWTSX has a lower initial minimum investment than VTSMX: SWTSX (0) vs VTSMX (3000). SWTSX annual gain was more profitable for investors over the last year : 1869.67 vs. VTSMX (18.03). SWTSX return over 5 years is better than : 488593.70 vs. VTSMX (84.94).
| SWTSX | VTSMX | SWTSX / VTSMX | |
| Total Expense Ratio | 0.03 | 0.14 | 21% |
| Annual Report Gross Expense Ratio | 0.03 | 0.14 | 21% |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 677.355 | 10.330 | 6,557% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.3B | 1.95T | 2% |
| Annual Yield % from dividends | 1.12 | 1.07 | 105% |
| Returns for 1 year | 1869.67 | 18.03 | 10,372% |
| Returns for 3 years | 38586.80 | 63.63 | 60,646% |
| Returns for 5 years | 488593.70 | 84.94 | 575,195% |
| Returns for 10 years | 51698440000.00 | 224.15 | 23,064,167,566% |
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