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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
Aug 01, 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 224B vs. SWMCX (2.78B). VMCIX pays higher dividends than SWMCX: VMCIX (1.33) vs SWMCX (1.21). 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 : 17.00 vs. VMCIX (12.67). SWMCX return over 5 years is better than : 66.57 vs. VMCIX (35.43).
| 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 | 14.524 | 11.246 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 224B | 1% |
| Annual Yield % from dividends | 1.21 | 1.33 | 91% |
| Returns for 1 year | 17.00 | 12.67 | 134% |
| Returns for 3 years | 67.18 | 42.39 | 158% |
| Returns for 5 years | 66.57 | 35.43 | 188% |
| Returns for 10 years | N/A | 155.71 | - |
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