CWMAX
Price
$68.60
Change
+$0.41 (+0.60%)
Updated
Jun 12 closing price
Net Assets
218.08B
VSMPX
Price
$334.71
Change
+$1.65 (+0.50%)
Updated
Jun 12 closing price
Net Assets
2.31T
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CWMAX vs VSMPX

Header iconCWMAX vs VSMPX Comparison
Open Charts CWMAX vs VSMPXBanner chart's image
CWMAX vs VSMPX Comparison Chart in %
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VS
CWMAX vs. VSMPX commentary
Jun 13, 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 CWMAX is a Hold and VSMPX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.31T vs. CWMAX (218B). CWMAX pays higher dividends than VSMPX: CWMAX (1.16) vs VSMPX (1.02). CWMAX was incepted earlier than VSMPX: CWMAX (24 years) vs VSMPX (11 years). CWMAX (0.59) is less costly to investors than VSMPX (0.02). CWMAX is a more actively managed with annual turnover of: 29.00 vs. VSMPX (3.00). CWMAX has a lower initial minimum investment than VSMPX: CWMAX (250) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 22.87 vs. CWMAX (10.99). VSMPX return over 5 years is better than : 65.77 vs. CWMAX (28.02).
CWMAXVSMPXCWMAX / VSMPX
Total Expense Ratio0.590.022,950%
Annual Report Gross Expense Ratio0.590.022,950%
Fund Existence24 years11 years-
Gain YTD5.9328.79867%
Front Load4%N/A-
Min. Initial Investment2501000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets218B2.31T9%
Annual Yield % from dividends1.161.02114%
Returns for 1 year10.9922.8748%
Returns for 3 years30.2968.2444%
Returns for 5 years28.0265.7743%
Returns for 10 years104.92246.6443%
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