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SWTSX vs VTSMX
SWTSX vs VTSMX Comparison
Open Charts SWTSX vs VTSMX
SWTSX vs VTSMX Comparison Chart in %
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SWTSX vs. VTSMX commentary
Sep 23, 2026
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: 2.34T vs. SWTSX (44.7B). SWTSX (0.97) and VTSMX (0.97) have matching dividends . SWTSX was incepted earlier than VTSMX: SWTSX (27 years) vs VTSMX (34 years). VTSMX (0.06) is less costly to investors than SWTSX (0.03). SWTSX (3.00) and VTSMX (3.00) have comparable annual turnover. SWTSX (0) and VTSMX (0) have matching initial minimum investment requirements. SWTSX annual gain was more profitable for investors over the last year : 15.61 vs. VTSMX (14.48). SWTSX return over 5 years is better than : 148.26 vs. VTSMX (65.99).
| SWTSX | VTSMX | SWTSX / VTSMX | |
| Total Expense Ratio | 0.03 | 0.06 | 50% |
| Annual Report Gross Expense Ratio | 0.03 | 0.06 | 50% |
| Fund Existence | 27 years | 34 years | - |
| Gain YTD | 12.691 | 12.090 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.7B | 2.34T | 2% |
| Annual Yield % from dividends | 0.97 | 0.97 | 100% |
| Returns for 1 year | 15.61 | 14.48 | 108% |
| Returns for 3 years | 115.36 | 76.29 | 151% |
| Returns for 5 years | 148.26 | 65.99 | 225% |
| Returns for 10 years | 849.72 | 249.10 | 341% |
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