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SWANX vs VSMPX
SWANX vs VSMPX Comparison
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SWANX vs VSMPX Comparison Chart in %
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VS
SWANX vs. VSMPX commentary
Aug 03, 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 SWANX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.3T vs. SWANX (1.48B). VSMPX pays higher dividends than SWANX: VSMPX (1.07) vs SWANX (0.36). SWANX was incepted earlier than VSMPX: SWANX (30 years) vs VSMPX (11 years). SWANX (0.73) is less costly to investors than VSMPX (0.02). SWANX is a more actively managed with annual turnover of: 20.00 vs. VSMPX (3.00). SWANX has a lower initial minimum investment than VSMPX: SWANX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.52 vs. SWANX (5.90). VSMPX return over 5 years is better than : 63.19 vs. SWANX (-5.51).
| SWANX | VSMPX | SWANX / VSMPX | |
| Total Expense Ratio | 0.73 | 0.02 | 3,650% |
| Annual Report Gross Expense Ratio | 0.73 | 0.02 | 3,650% |
| Fund Existence | 30 years | 11 years | - |
| Gain YTD | 4.909 | 9.883 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 2.3T | 0% |
| Annual Yield % from dividends | 0.36 | 1.07 | 33% |
| Returns for 1 year | 5.90 | 18.52 | 32% |
| Returns for 3 years | 33.32 | 62.22 | 54% |
| Returns for 5 years | -5.51 | 63.19 | -9% |
| Returns for 10 years | 37.87 | 235.86 | 16% |
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