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SWLSX vs VIGIX
SWLSX vs VIGIX Comparison
Open Charts SWLSX vs VIGIX
SWLSX vs VIGIX Comparison Chart in %
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SWLSX vs. VIGIX 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 SWLSX is a StrongBuy and VIGIX is a Hold.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 379B vs. SWLSX (626M). VIGIX pays higher dividends than SWLSX: VIGIX (0.39) vs SWLSX (0.00). SWLSX was incepted earlier than VIGIX: SWLSX (21 years) vs VIGIX (28 years). SWLSX (1.00) is less costly to investors than VIGIX (0.03). SWLSX is a more actively managed with annual turnover of: 22.00 vs. VIGIX (12.00). SWLSX has a lower initial minimum investment than VIGIX: SWLSX (0) vs VIGIX (5000000). SWLSX annual gain was more profitable for investors over the last year : 19.85 vs. VIGIX (18.72). VIGIX return over 5 years is better than : 78.69 vs. SWLSX (70.98).
| SWLSX | VIGIX | SWLSX / VIGIX | |
| Total Expense Ratio | 0.99 | 0.03 | 3,300% |
| Annual Report Gross Expense Ratio | 1.00 | 0.03 | 3,333% |
| Fund Existence | 21 years | 28 years | - |
| Gain YTD | 9.595 | 7.482 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 379B | 0% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | 19.85 | 18.72 | 106% |
| Returns for 3 years | 78.94 | 81.35 | 97% |
| Returns for 5 years | 70.98 | 78.69 | 90% |
| Returns for 10 years | 206.48 | 374.95 | 55% |
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