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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
SWMCX vs VMCIX Comparison Chart in %
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SWMCX vs. VMCIX commentary
Sep 10, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 226B vs. SWMCX (2.84B). VMCIX pays higher dividends than SWMCX: VMCIX (1.30) vs SWMCX (1.20). SWMCX was incepted earlier than VMCIX: SWMCX (9 years) vs VMCIX (28 years). SWMCX (0.04) is less costly to investors than VMCIX (0.03). VMCIX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (11.00). SWMCX has a lower initial minimum investment than VMCIX: SWMCX (0) vs VMCIX (5000000). SWMCX annual gain was more profitable for investors over the last year : 16.06 vs. VMCIX (13.04). SWMCX return over 5 years is better than : 66.63 vs. VMCIX (34.92).
| SWMCX | VMCIX | SWMCX / VMCIX | |
| Total Expense Ratio | 0.04 | 0.03 | 133% |
| Annual Report Gross Expense Ratio | 0.04 | 0.03 | 133% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 15.844 | 12.822 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.84B | 226B | 1% |
| Annual Yield % from dividends | 1.20 | 1.30 | 92% |
| Returns for 1 year | 16.06 | 13.04 | 123% |
| Returns for 3 years | 78.07 | 51.75 | 151% |
| Returns for 5 years | 66.63 | 34.92 | 191% |
| Returns for 10 years | N/A | 163.45 | - |
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