Interact to see
Advertisement
Advertisement
SWMCX vs VEMPX
SWMCX vs VEMPX Comparison
Open Charts SWMCX vs VEMPX
SWMCX vs VEMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VEMPX commentary
Jun 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 93.7B vs. SWMCX (2.72B). SWMCX pays higher dividends than VEMPX: SWMCX (1.25) vs VEMPX (1.03). SWMCX was incepted earlier than VEMPX: SWMCX (8 years) vs VEMPX (15 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 : 26.26 vs. SWMCX (19.97). SWMCX return over 5 years is better than : 64.73 vs. VEMPX (28.08).
| SWMCX | VEMPX | SWMCX / VEMPX | |
| Total Expense Ratio | 0.04 | 0.04 | 114% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 114% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 12.231 | 13.602 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 93.7B | 3% |
| Annual Yield % from dividends | 1.25 | 1.03 | 121% |
| Returns for 1 year | 19.97 | 26.26 | 76% |
| Returns for 3 years | 73.62 | 61.88 | 119% |
| Returns for 5 years | 64.73 | 28.08 | 231% |
| Returns for 10 years | N/A | 189.70 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement