Interact to see
Advertisement
Advertisement
SWLSX vs VIGIX
SWLSX vs VIGIX Comparison
Open Charts SWLSX vs VIGIX
SWLSX vs VIGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWLSX vs. VIGIX commentary
Aug 03, 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 Buy and VIGIX is a Buy.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 379B vs. SWLSX (599M). VIGIX pays higher dividends than SWLSX: VIGIX (0.40) 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). VIGIX (12.36) and SWLSX (12.11) have marching annual gain over last year. VIGIX return over 5 years is better than : 72.79 vs. SWLSX (62.73).
| 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 | 4.998 | 4.774 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 379B | 0% |
| Annual Yield % from dividends | 0.00 | 0.40 | - |
| Returns for 1 year | 12.11 | 12.36 | 98% |
| Returns for 3 years | 70.45 | 75.41 | 93% |
| Returns for 5 years | 62.73 | 72.79 | 86% |
| Returns for 10 years | 192.28 | 359.12 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RNWGX | 106.28 | 2.06 | +1.98% |
| American Funds New World R-6 | |||
| JNPSX | 27.21 | N/A | N/A |
| Janus Henderson Small Cap Value D | |||
| DHAMX | 15.93 | -0.09 | -0.56% |
| Centre American Select Equity Advisor | |||
| TSRPX | 23.20 | -0.14 | -0.60% |
| Nuveen Quant Small Cap Equity Premier | |||
| CAMYX | 33.32 | -0.31 | -0.92% |
| Cambiar International Equity Instl | |||