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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
Jul 14, 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: 316B vs. SWFCX (192M). VTMNX (2.54) and SWFCX (2.49) 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 : 37.58 vs. VTMNX (25.43). VTMNX return over 5 years is better than : 40.44 vs. SWFCX (35.01).
| 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 | 20.810 | 13.806 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 316B | 0% |
| Annual Yield % from dividends | 2.49 | 2.54 | 98% |
| Returns for 1 year | 37.58 | 25.43 | 148% |
| Returns for 3 years | 64.22 | 52.97 | 121% |
| Returns for 5 years | 35.01 | 40.44 | 87% |
| Returns for 10 years | 56.28 | 107.65 | 52% |
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