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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
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 315B vs. SWFCX (214M). VTMNX (2.56) and SWFCX (2.50) 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: 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 : 35.81 vs. VTMNX (26.25). VTMNX (46.94) and SWFCX (45.84) 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 | 25.028 | 17.997 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 315B | 0% |
| Annual Yield % from dividends | 2.50 | 2.56 | 98% |
| Returns for 1 year | 35.81 | 26.25 | 136% |
| Returns for 3 years | 77.66 | 67.54 | 115% |
| Returns for 5 years | 45.84 | 46.94 | 98% |
| Returns for 10 years | 53.44 | 107.10 | 50% |
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