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SWCGX vs VTMFX
SWCGX vs VTMFX Comparison
Open Charts SWCGX vs VTMFX
SWCGX vs VTMFX Comparison Chart in %
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SWCGX vs. VTMFX commentary
Jun 06, 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 SWCGX is a StrongBuy and VTMFX is a Buy.
FUNDAMENTALS
Fundamentals
VTMFX has more cash in the bank: 12.3B vs. SWCGX (213M). SWCGX pays higher dividends than VTMFX: SWCGX (2.66) vs VTMFX (2.11). SWCGX was incepted earlier than VTMFX: SWCGX (31 years) vs VTMFX (32 years). SWCGX (0.49) is less costly to investors than VTMFX (0.05). SWCGX is a more actively managed with annual turnover of: 23.00 vs. VTMFX (15.00). SWCGX has a lower initial minimum investment than VTMFX: SWCGX (0) vs VTMFX (10000). VTMFX annual gain was more profitable for investors over the last year : 13.74 vs. SWCGX (9.13). VTMFX return over 5 years is better than : 33.31 vs. SWCGX (0.38).
| SWCGX | VTMFX | SWCGX / VTMFX | |
| Total Expense Ratio | 0.49 | 0.05 | 980% |
| Annual Report Gross Expense Ratio | 0.49 | 0.05 | 980% |
| Fund Existence | 31 years | 32 years | - |
| Gain YTD | 4.884 | 4.978 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 12.3B | 2% |
| Annual Yield % from dividends | 2.66 | 2.11 | 126% |
| Returns for 1 year | 9.13 | 13.74 | 66% |
| Returns for 3 years | 15.12 | 36.99 | 41% |
| Returns for 5 years | 0.38 | 33.31 | 1% |
| Returns for 10 years | 28.79 | 98.26 | 29% |
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