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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
Jun 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 Buy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 219B vs. SWMCX (2.7B). SWMCX (1.25) and VIMSX (1.25) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (8 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 : 18.87 vs. VIMSX (15.18). SWMCX return over 5 years is better than : 63.50 vs. VIMSX (34.37).
| SWMCX | VIMSX | SWMCX / VIMSX | |
| Total Expense Ratio | 0.04 | 0.17 | 24% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 24% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 11.397 | 8.711 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 219B | 1% |
| Annual Yield % from dividends | 1.25 | 1.25 | 100% |
| Returns for 1 year | 18.87 | 15.18 | 124% |
| Returns for 3 years | 75.60 | 49.55 | 153% |
| Returns for 5 years | 63.50 | 34.37 | 185% |
| Returns for 10 years | N/A | 158.80 | - |
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