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SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
Schwab Total Stock Market Index
Price$101.33
Change+$0.96 (+0.96%)
VolumeN/A
Net Assets27.78B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
SWTSX vs VTSMX Comparison Chart
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SWTSX vs. VTSMX commentary
Jan 19, 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: 1.78T vs. SWTSX (27.8B). SWTSX (1.28) and VTSMX (1.26) have matching dividends . SWTSX was incepted earlier than VTSMX: SWTSX (26 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 : 26.96 vs. VTSMX (25.24). SWTSX return over 5 years is better than : 88.41 vs. VTSMX (76.07).
| SWTSX | VTSMX | SWTSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 33 years | - |
| Gain YTD | 2.261 | 2.241 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.8B | 1.78T | 2% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 26.96 | 25.24 | 107% |
| Returns for 3 years | 34.65 | 28.94 | 120% |
| Returns for 5 years | 88.41 | 76.07 | 116% |
| Returns for 10 years | 227.72 | 194.99 | 117% |
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