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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
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SWMCX vs VMCIX Comparison Chart in %
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SWMCX vs. VMCIX commentary
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 214B vs. SWMCX (2.71B). VMCIX pays higher dividends than SWMCX: VMCIX (1.37) vs SWMCX (1.25). SWMCX was incepted earlier than VMCIX: SWMCX (8 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 : 21.56 vs. VMCIX (17.08). SWMCX return over 5 years is better than : 66.74 vs. VMCIX (36.97).
| SWMCX | VMCIX | SWMCX / VMCIX | |
| Total Expense Ratio | 0.04 | 0.03 | 133% |
| Annual Report Gross Expense Ratio | 0.04 | 0.03 | 133% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 11.953 | 9.203 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 214B | 1% |
| Annual Yield % from dividends | 1.25 | 1.37 | 91% |
| Returns for 1 year | 21.56 | 17.08 | 126% |
| Returns for 3 years | 78.27 | 51.71 | 151% |
| Returns for 5 years | 66.74 | 36.97 | 181% |
| Returns for 10 years | N/A | 159.37 | - |
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