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SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
Schwab Total Stock Market Index
Price$95.40
Change+$0.76 (+0.80%)
VolumeN/A
Net Assets25.89B
Vanguard Total Stock Mkt Idx I
Price$135.34
Change+$1.08 (+0.80%)
VolumeN/A
Net Assets1.81T
SWTSX vs VTSMX Comparison Chart
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SWTSX vs. VTSMX commentary
Apr 03, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. SWTSX (25.9B). SWTSX (1.30) and VTSMX (1.25) 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 : 8.69 vs. VTSMX (7.35). SWTSX return over 5 years is better than : 139.88 vs. VTSMX (124.42).
| 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 | -4.491 | -4.752 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 1.81T | 1% |
| Annual Yield % from dividends | 1.30 | 1.25 | 104% |
| Returns for 1 year | 8.69 | 7.35 | 118% |
| Returns for 3 years | 26.25 | 21.00 | 125% |
| Returns for 5 years | 139.88 | 124.42 | 112% |
| Returns for 10 years | 195.43 | 166.40 | 117% |