Interact to see
Advertisement
Advertisement
SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
SWMCX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VMCPX commentary
Aug 13, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 225B vs. SWMCX (2.88B). VMCPX pays higher dividends than SWMCX: VMCPX (1.33) vs SWMCX (1.22). 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 : 21.47 vs. VMCPX (16.47). SWMCX return over 5 years is better than : 70.13 vs. VMCPX (37.44).
| 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 | 18.485 | 14.631 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 225B | 1% |
| Annual Yield % from dividends | 1.22 | 1.33 | 92% |
| Returns for 1 year | 21.47 | 16.47 | 130% |
| Returns for 3 years | 78.41 | 51.53 | 152% |
| Returns for 5 years | 70.13 | 37.44 | 187% |
| Returns for 10 years | N/A | 162.10 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers