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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
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SWMCX vs VIMAX Comparison Chart in %
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SWMCX vs. VIMAX 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 VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 224B vs. SWMCX (2.78B). VIMAX pays higher dividends than SWMCX: VIMAX (1.31) vs SWMCX (1.21). SWMCX was incepted earlier than VIMAX: SWMCX (9 years) vs VIMAX (25 years). VIMAX (0.05) is less costly to investors than SWMCX (0.04). VIMAX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (11.00). SWMCX has a lower initial minimum investment than VIMAX: SWMCX (0) vs VIMAX (3000). SWMCX annual gain was more profitable for investors over the last year : 17.00 vs. VIMAX (12.66). SWMCX return over 5 years is better than : 66.57 vs. VIMAX (35.41).
| SWMCX | VIMAX | SWMCX / VIMAX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 14.524 | 11.231 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 224B | 1% |
| Annual Yield % from dividends | 1.21 | 1.31 | 92% |
| Returns for 1 year | 17.00 | 12.66 | 134% |
| Returns for 3 years | 67.18 | 42.37 | 159% |
| Returns for 5 years | 66.57 | 35.41 | 188% |
| Returns for 10 years | N/A | 155.64 | - |
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