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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
Aug 26, 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: 19.3B vs. SWCAX (605M). SWCAX (3.25) and VCAIX (3.18) 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 : 3.91 vs. VCAIX (0.80). SWCAX return over 5 years is better than : 2.12 vs. VCAIX (-7.45).
| 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 | -0.074 | -1.644 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 19.3B | 3% |
| Annual Yield % from dividends | 3.25 | 3.18 | 102% |
| Returns for 1 year | 3.91 | 0.80 | 490% |
| Returns for 3 years | 10.09 | 2.62 | 385% |
| Returns for 5 years | 2.12 | -7.45 | -28% |
| Returns for 10 years | 11.07 | -5.82 | -190% |
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