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SWMCX vs VEXAX
SWMCX vs VEXAX Comparison
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SWMCX vs VEXAX Comparison Chart in %
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SWMCX vs. VEXAX 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 VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 97.7B vs. SWMCX (2.78B). SWMCX pays higher dividends than VEXAX: SWMCX (1.21) vs VEXAX (0.99). SWMCX was incepted earlier than VEXAX: SWMCX (9 years) vs VEXAX (26 years). VEXAX (0.05) is less costly to investors than SWMCX (0.04). VEXAX is a more actively managed with annual turnover of: 12.00 vs. SWMCX (11.00). SWMCX has a lower initial minimum investment than VEXAX: SWMCX (0) vs VEXAX (3000). VEXAX annual gain was more profitable for investors over the last year : 20.24 vs. SWMCX (17.00). SWMCX return over 5 years is better than : 66.57 vs. VEXAX (28.81).
| SWMCX | VEXAX | SWMCX / VEXAX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 14.524 | 13.522 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 97.7B | 3% |
| Annual Yield % from dividends | 1.21 | 0.99 | 122% |
| Returns for 1 year | 17.00 | 20.24 | 84% |
| Returns for 3 years | 67.18 | 52.53 | 128% |
| Returns for 5 years | 66.57 | 28.81 | 231% |
| Returns for 10 years | N/A | 176.94 | - |
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