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
Sep 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 226B vs. SWMCX (2.84B). VIMAX pays higher dividends than SWMCX: VIMAX (1.29) vs SWMCX (1.20). 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 : 16.06 vs. VIMAX (13.04). SWMCX return over 5 years is better than : 66.63 vs. VIMAX (34.91).
| 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 | 15.844 | 12.810 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 226B | 1% |
| Annual Yield % from dividends | 1.20 | 1.29 | 93% |
| Returns for 1 year | 16.06 | 13.04 | 123% |
| Returns for 3 years | 78.07 | 51.75 | 151% |
| Returns for 5 years | 66.63 | 34.91 | 191% |
| Returns for 10 years | N/A | 163.44 | - |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HAOYX | 26.11 | N/A | N/A |
| Hartford International Opportunities Y | |||
| AWIIX | 15.21 | N/A | N/A |
| CIBC Atlas Income Opportunities Instl | |||
| PSPIX | 29.58 | N/A | N/A |
| Principal SmallCap S&P 600 Index R6 | |||
| BSPPX | 891.53 | N/A | N/A |
| iShares S&P 500 Index Investor P | |||
| JEGRX | 20.01 | -0.24 | -1.19% |
| Janus Henderson Global Sust Eq R | |||