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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
SWMCX vs VIMSX Comparison Chart in %
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SWMCX vs. VIMSX commentary
Jul 23, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 224B vs. SWMCX (2.78B). SWMCX (1.21) and VIMSX (1.20) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (9 years) vs VIMSX (28 years). VIMSX (0.17) is less costly to investors than SWMCX (0.04). VIMSX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (11.00). SWMCX has a lower initial minimum investment than VIMSX: SWMCX (0) vs VIMSX (3000). SWMCX annual gain was more profitable for investors over the last year : 16.49 vs. VIMSX (12.76). SWMCX return over 5 years is better than : 66.81 vs. VIMSX (35.73).
| SWMCX | VIMSX | SWMCX / VIMSX | |
| Total Expense Ratio | 0.04 | 0.17 | 24% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 24% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 14.246 | 11.056 | 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 | 1.20 | 101% |
| Returns for 1 year | 16.49 | 12.76 | 129% |
| Returns for 3 years | 67.84 | 42.52 | 160% |
| Returns for 5 years | 66.81 | 35.73 | 187% |
| Returns for 10 years | N/A | 154.74 | - |
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