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SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
Schwab Total Stock Market Index
Price$99.99
Change+$0.38 (+0.38%)
VolumeN/A
Net Assets27.28B
Vanguard Total Stock Mkt Idx I
Price$141.78
Change+$0.55 (+0.39%)
VolumeN/A
Net Assets1.72T
SWTSX vs VTSMX Comparison Chart
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SWTSX vs. VTSMX commentary
Jun 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SWTSX (27.3B). SWTSX (1.23) and VTSMX (1.18) 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 : 12.98 vs. VTSMX (11.58). SWTSX return over 5 years is better than : 96.78 vs. VTSMX (83.97).
| 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 | 0.525 | 0.192 | 273% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 1.72T | 2% |
| Annual Yield % from dividends | 1.23 | 1.18 | 104% |
| Returns for 1 year | 12.98 | 11.58 | 112% |
| Returns for 3 years | 47.49 | 41.36 | 115% |
| Returns for 5 years | 96.78 | 83.97 | 115% |
| Returns for 10 years | 206.71 | 176.37 | 117% |