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SWMCX vs VEMPX
SWMCX vs VEMPX Comparison
Open Charts SWMCX vs VEMPX
SWMCX vs VEMPX Comparison Chart in %
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SWMCX vs. VEMPX commentary
Aug 01, 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 SWMCX is a Buy and VEMPX is a Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 97.7B vs. SWMCX (2.78B). SWMCX pays higher dividends than VEMPX: SWMCX (1.21) vs VEMPX (1.00). SWMCX was incepted earlier than VEMPX: SWMCX (9 years) vs VEMPX (16 years). SWMCX (0.04) is less costly to investors than VEMPX (0.04). VEMPX is a more actively managed with annual turnover of: 12.00 vs. SWMCX (11.00). SWMCX has a lower initial minimum investment than VEMPX: SWMCX (0) vs VEMPX (100000000). VEMPX annual gain was more profitable for investors over the last year : 17.99 vs. SWMCX (17.00). SWMCX return over 5 years is better than : 66.57 vs. VEMPX (27.04).
| SWMCX | VEMPX | SWMCX / VEMPX | |
| Total Expense Ratio | 0.04 | 0.04 | 114% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 114% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 14.524 | 11.951 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 97.7B | 3% |
| Annual Yield % from dividends | 1.21 | 1.00 | 121% |
| Returns for 1 year | 17.00 | 17.99 | 95% |
| Returns for 3 years | 67.18 | 49.82 | 135% |
| Returns for 5 years | 66.57 | 27.04 | 246% |
| Returns for 10 years | N/A | 169.84 | - |
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