Ad is loading...
SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
Schwab Total Stock Market Index
Price$98.96
Change-$3.21 (-3.14%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
SWTSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWTSX vs. VTSMX commentary
Dec 19, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. SWTSX (27.7B). 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 : 29.36 vs. VTSMX (26.90). SWTSX return over 5 years is better than : 97.86 vs. VTSMX (84.16).
| 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 | 28.319 | 26.352 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7B | 1.84T | 2% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 29.36 | 26.90 | 109% |
| Returns for 3 years | 34.24 | 27.88 | 123% |
| Returns for 5 years | 97.86 | 84.16 | 116% |
| Returns for 10 years | 225.08 | 192.04 | 117% |