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SWCAX vs VCAIX
SWCAX vs VCAIX Comparison
Open Charts SWCAX vs VCAIX
SWCAX vs VCAIX Comparison Chart in %
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SWCAX vs. VCAIX commentary
Sep 18, 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 SWCAX is a Hold and VCAIX is a Hold.
FUNDAMENTALS
Fundamentals
VCAIX has more cash in the bank: 19.4B vs. SWCAX (586M). SWCAX (3.24) and VCAIX (3.20) have matching dividends . SWCAX was incepted earlier than VCAIX: SWCAX (35 years) vs VCAIX (33 years). SWCAX (0.41) is less costly to investors than VCAIX (0.14). SWCAX is a more actively managed with annual turnover of: 35.00 vs. VCAIX (19.00). SWCAX has a lower initial minimum investment than VCAIX: SWCAX (0) vs VCAIX (3000). SWCAX annual gain was more profitable for investors over the last year : -0.77 vs. VCAIX (-3.64). SWCAX return over 5 years is better than : -0.00 vs. VCAIX (-9.42).
| SWCAX | VCAIX | SWCAX / VCAIX | |
| Total Expense Ratio | 0.38 | 0.14 | 271% |
| Annual Report Gross Expense Ratio | 0.41 | 0.14 | 293% |
| Fund Existence | 35 years | 33 years | - |
| Gain YTD | -2.106 | -3.893 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 19.4B | 3% |
| Annual Yield % from dividends | 3.24 | 3.20 | 101% |
| Returns for 1 year | -0.77 | -3.64 | 21% |
| Returns for 3 years | 7.69 | 0.45 | 1,702% |
| Returns for 5 years | -0.00 | -9.42 | 0% |
| Returns for 10 years | 9.41 | -7.21 | -131% |
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