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SWFCX vs VTMNX
SWFCX vs VTMNX Comparison
Open Charts SWFCX vs VTMNX
SWFCX vs VTMNX Comparison Chart in %
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SWFCX vs. VTMNX commentary
Jun 24, 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 SWFCX is a Hold and VTMNX is a Hold.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 317B vs. SWFCX (191M). VTMNX (2.61) and SWFCX (2.50) have matching dividends . SWFCX was incepted earlier than VTMNX: SWFCX (28 years) vs VTMNX (25 years). SWFCX (3.21) is less costly to investors than VTMNX (0.03). SWFCX is a more actively managed with annual turnover of: 20.00 vs. VTMNX (4.00). SWFCX has a lower initial minimum investment than VTMNX: SWFCX (2500) vs VTMNX (5000000). SWFCX annual gain was more profitable for investors over the last year : 44.94 vs. VTMNX (32.18). VTMNX return over 5 years is better than : 44.02 vs. SWFCX (38.08).
| SWFCX | VTMNX | SWFCX / VTMNX | |
| Total Expense Ratio | 1.85 | 0.03 | 6,167% |
| Annual Report Gross Expense Ratio | 3.21 | 0.03 | 10,700% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | 23.141 | 16.001 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 317B | 0% |
| Annual Yield % from dividends | 2.50 | 2.61 | 96% |
| Returns for 1 year | 44.94 | 32.18 | 140% |
| Returns for 3 years | 73.08 | 62.78 | 116% |
| Returns for 5 years | 38.08 | 44.02 | 87% |
| Returns for 10 years | 66.33 | 123.79 | 54% |
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