Interact to see
Advertisement
Advertisement
SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
Schwab Total Stock Market Index
Price$15.57
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets30B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
SWTSX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWTSX vs. VTSMX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SWTSX (30B). SWTSX (1.14) and VTSMX (1.09) 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 : 26.85 vs. VTSMX (16.21). SWTSX return over 5 years is better than : 209.09 vs. VTSMX (85.82).
| 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 | 9.991 | 9.266 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30B | 1.91T | 2% |
| Annual Yield % from dividends | 1.14 | 1.09 | 105% |
| Returns for 1 year | 26.85 | 16.21 | 166% |
| Returns for 3 years | 99.89 | 46.80 | 213% |
| Returns for 5 years | 209.09 | 85.82 | 244% |
| Returns for 10 years | 834.61 | 202.54 | 412% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers