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SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
Schwab Total Stock Market Index
Price$100.14
Change-$1.32 (-1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
SWTSX vs VTSMX Comparison Chart
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SWTSX vs. VTSMX commentary
Nov 18, 2024
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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. SWTSX (26.5B). SWTSX (1.28) and VTSMX (1.26) have matching dividends . SWTSX was incepted earlier than VTSMX: SWTSX (25 years) vs VTSMX (33 years). 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 : 32.45 vs. VTSMX (30.52). SWTSX return over 5 years is better than : 96.46 vs. VTSMX (83.72).
| SWTSX | VTSMX | SWTSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 33 years | - |
| Gain YTD | 23.675 | 22.392 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5B | 1.73T | 2% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 32.45 | 30.52 | 106% |
| Returns for 3 years | 24.92 | 19.91 | 125% |
| Returns for 5 years | 96.46 | 83.72 | 115% |
| Returns for 10 years | 214.86 | 186.07 | 115% |