Interact to see
Advertisement
Advertisement
SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
SWMCX vs VIMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VIMAX 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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 219B vs. SWMCX (2.72B). VIMAX pays higher dividends than SWMCX: VIMAX (1.36) vs SWMCX (1.25). SWMCX was incepted earlier than VIMAX: SWMCX (8 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 : 19.97 vs. VIMAX (15.42). SWMCX return over 5 years is better than : 64.73 vs. VIMAX (34.80).
| SWMCX | VIMAX | SWMCX / VIMAX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 12.231 | 9.013 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 219B | 1% |
| Annual Yield % from dividends | 1.25 | 1.36 | 92% |
| Returns for 1 year | 19.97 | 15.42 | 130% |
| Returns for 3 years | 73.62 | 47.29 | 156% |
| Returns for 5 years | 64.73 | 34.80 | 186% |
| Returns for 10 years | N/A | 163.97 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CBXL | 19.91 | 0.11 | +0.58% |
| Calamos Ladrd Bitcoin 90 Str Alt Prt ETF | |||
| BWG | 7.97 | 0.03 | +0.38% |
| BrandywineGLOBAL Global Income Opportunities Fund | |||
| SHY | 82.07 | -0.02 | -0.02% |
| iShares 1-3 Year Treasury Bond ETF | |||
| RDOG | 41.96 | -0.02 | -0.05% |
| ALPS REIT Dividend Dogs ETF | |||
| WDI | 13.26 | -0.01 | -0.08% |
| Western Asset Diversified Income Fund | |||