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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
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SWMCX vs VMCPX Comparison Chart in %
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SWMCX vs. VMCPX commentary
Jun 24, 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 219B vs. SWMCX (2.75B). VMCPX pays higher dividends than SWMCX: VMCPX (1.38) vs SWMCX (1.25). SWMCX was incepted earlier than VMCPX: SWMCX (9 years) vs VMCPX (16 years). SWMCX (0.04) is less costly to investors than VMCPX (0.02). VMCPX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (11.00). SWMCX has a lower initial minimum investment than VMCPX: SWMCX (0) vs VMCPX (100000000). SWMCX annual gain was more profitable for investors over the last year : 22.07 vs. VMCPX (17.64). SWMCX return over 5 years is better than : 67.88 vs. VMCPX (37.62).
| SWMCX | VMCPX | SWMCX / VMCPX | |
| Total Expense Ratio | 0.04 | 0.02 | 200% |
| Annual Report Gross Expense Ratio | 0.04 | 0.02 | 200% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 13.412 | 10.510 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 219B | 1% |
| Annual Yield % from dividends | 1.25 | 1.38 | 91% |
| Returns for 1 year | 22.07 | 17.64 | 125% |
| Returns for 3 years | 78.84 | 52.00 | 152% |
| Returns for 5 years | 67.88 | 37.62 | 180% |
| Returns for 10 years | N/A | 171.61 | - |
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