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SRCMX vs SWCAX
SRCMX vs SWCAX Comparison
Open Charts SRCMX vs SWCAX
SRCMX vs SWCAX Comparison Chart in %
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SRCMX vs. SWCAX commentary
Jun 19, 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 SRCMX is a Hold and SWCAX is a Hold.
FUNDAMENTALS
Fundamentals
SRCMX has more cash in the bank: 683M vs. SWCAX (601M). SRCMX pays higher dividends than SWCAX: SRCMX (3.48) vs SWCAX (3.19). SRCMX was incepted earlier than SWCAX: SRCMX (37 years) vs SWCAX (34 years). SRCMX (0.85) is less costly to investors than SWCAX (0.41). SRCMX is a more actively managed with annual turnover of: 52.20 vs. SWCAX (35.00). SWCAX has a lower initial minimum investment than SRCMX: SWCAX (0) vs SRCMX (1000). SRCMX annual gain was more profitable for investors over the last year : 6.06 vs. SWCAX (5.74). SWCAX return over 5 years is better than : 3.53 vs. SRCMX (-0.96).
| SRCMX | SWCAX | SRCMX / SWCAX | |
| Total Expense Ratio | 0.85 | 0.38 | 224% |
| Annual Report Gross Expense Ratio | 0.85 | 0.41 | 207% |
| Fund Existence | 37 years | 34 years | - |
| Gain YTD | 1.440 | 0.951 | 151% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 601M | 114% |
| Annual Yield % from dividends | 3.48 | 3.19 | 109% |
| Returns for 1 year | 6.06 | 5.74 | 105% |
| Returns for 3 years | 11.10 | 10.51 | 106% |
| Returns for 5 years | -0.96 | 3.53 | -27% |
| Returns for 10 years | 15.91 | 12.79 | 124% |
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