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SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
Schwab Total Stock Market Index
Price$100.74
Change-$0.21 (-0.21%)
VolumeN/A
Net Assets27.62B
Vanguard Total Stock Mkt Idx I
Price$142.82
Change-$0.30 (-0.21%)
VolumeN/A
Net Assets1.82T
SWTSX vs VTSMX Comparison Chart in %
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SWTSX vs. VTSMX commentary
Jun 24, 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: 1.82T vs. SWTSX (27.6B). SWTSX (1.23) and VTSMX (1.18) 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 : 10.79 vs. VTSMX (9.37). SWTSX return over 5 years is better than : 100.52 vs. VTSMX (87.48).
| 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 | 1.665 | 1.320 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.6B | 1.82T | 2% |
| Annual Yield % from dividends | 1.23 | 1.18 | 104% |
| Returns for 1 year | 10.79 | 9.37 | 115% |
| Returns for 3 years | 63.25 | 56.46 | 112% |
| Returns for 5 years | 100.52 | 87.48 | 115% |
| Returns for 10 years | 205.07 | 174.96 | 117% |
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