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CWMAX vs VSMPX
CWMAX vs VSMPX Comparison
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CWMAX vs VSMPX Comparison Chart in %
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CWMAX vs. VSMPX commentary
Sep 11, 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.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.34T vs. CWMAX (218B). CWMAX pays higher dividends than VSMPX: CWMAX (1.17) vs VSMPX (1.04). CWMAX was incepted earlier than VSMPX: CWMAX (25 years) vs VSMPX (11 years). CWMAX (0.58) is less costly to investors than VSMPX (0.02). CWMAX is a more actively managed with annual turnover of: 32.00 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 : 16.79 vs. CWMAX (2.50). VSMPX return over 5 years is better than : 64.01 vs. CWMAX (28.18).
| CWMAX | VSMPX | CWMAX / VSMPX | |
| Total Expense Ratio | 0.58 | 0.02 | 2,900% |
| Annual Report Gross Expense Ratio | 0.58 | 0.02 | 2,900% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 4.242 | 12.046 | 35% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 218B | 2.34T | 9% |
| Annual Yield % from dividends | 1.17 | 1.04 | 112% |
| Returns for 1 year | 2.50 | 16.79 | 15% |
| Returns for 3 years | 28.80 | 69.05 | 42% |
| Returns for 5 years | 28.18 | 64.01 | 44% |
| Returns for 10 years | 95.26 | 241.83 | 39% |
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