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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
Sep 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 324B vs. SWFCX (214M). VTMNX (2.49) and SWFCX (2.41) have matching dividends . SWFCX was incepted earlier than VTMNX: SWFCX (28 years) vs VTMNX (26 years). SWFCX (3.21) is less costly to investors than VTMNX (0.03). SWFCX is a more actively managed with annual turnover of: 39.00 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 : 30.50 vs. VTMNX (20.79). SWFCX (41.05) and VTMNX (40.51) have equivalent 5 years return.
| 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 | 26 years | - |
| Gain YTD | 24.140 | 15.702 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 324B | 0% |
| Annual Yield % from dividends | 2.41 | 2.49 | 97% |
| Returns for 1 year | 30.50 | 20.79 | 147% |
| Returns for 3 years | 76.40 | 62.03 | 123% |
| Returns for 5 years | 41.05 | 40.51 | 101% |
| Returns for 10 years | 55.43 | 108.74 | 51% |
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