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SWERX vs VFORX
SWERX vs VFORX Comparison Chart
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SWERX vs. VFORX commentary
Apr 27, 2025
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 SWERX is a Hold and VFORX is a Hold.
FUNDAMENTALS
Fundamentals
VFORX has more cash in the bank: 91.1B vs. SWERX (1.15B). VFORX pays higher dividends than SWERX: VFORX (2.44) vs SWERX (2.13). SWERX was incepted earlier than VFORX: SWERX (20 years) vs VFORX (19 years). SWERX (0.51) is less costly to investors than VFORX (0.08). SWERX is a more actively managed with annual turnover of: 10.00 vs. VFORX (2.00). SWERX has a lower initial minimum investment than VFORX: SWERX (0) vs VFORX (1000). VFORX annual gain was more profitable for investors over the last year : 7.68 vs. SWERX (5.73). SWERX return over 5 years is better than : 37.31 vs. VFORX (30.52).
| SWERX | VFORX | SWERX / VFORX | |
| Total Expense Ratio | 0.50 | 0.08 | 625% |
| Annual Report Gross Expense Ratio | 0.51 | 0.08 | 638% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | -1.003 | -0.440 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.15B | 91.1B | 1% |
| Annual Yield % from dividends | 2.13 | 2.44 | 87% |
| Returns for 1 year | 5.73 | 7.68 | 75% |
| Returns for 3 years | 10.51 | 19.02 | 55% |
| Returns for 5 years | 37.31 | 30.52 | 122% |
| Returns for 10 years | 20.17 | 46.18 | 44% |
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