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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
SWMCX vs VIMAX Comparison Chart in %
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SWMCX vs. VIMAX commentary
Jul 12, 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 Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 224B vs. SWMCX (2.79B). 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 : 17.78 vs. VIMAX (13.94). SWMCX return over 5 years is better than : 67.16 vs. VIMAX (36.30).
| 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 | 14.871 | 11.468 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 224B | 1% |
| Annual Yield % from dividends | 1.21 | 1.31 | 92% |
| Returns for 1 year | 17.78 | 13.94 | 128% |
| Returns for 3 years | 71.23 | 45.22 | 158% |
| Returns for 5 years | 67.16 | 36.30 | 185% |
| Returns for 10 years | N/A | 158.60 | - |
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