Interact to see
Advertisement
Advertisement
SWMIX vs VTIAX
SWMIX vs VTIAX Comparison
Open Charts SWMIX vs VTIAX
SWMIX vs VTIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWMIX vs. VTIAX commentary
Aug 03, 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 SWMIX is a Buy and VTIAX is a Hold.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 650B vs. SWMIX (965M). VTIAX pays higher dividends than SWMIX: VTIAX (2.55) vs SWMIX (2.29). SWMIX was incepted earlier than VTIAX: SWMIX (22 years) vs VTIAX (16 years). SWMIX (0.84) is less costly to investors than VTIAX (0.09). SWMIX is a more actively managed with annual turnover of: 69.00 vs. VTIAX (4.00). SWMIX has a lower initial minimum investment than VTIAX: SWMIX (0) vs VTIAX (3000). VTIAX annual gain was more profitable for investors over the last year : 24.88 vs. SWMIX (16.80). VTIAX return over 5 years is better than : 36.68 vs. SWMIX (-6.38).
| SWMIX | VTIAX | SWMIX / VTIAX | |
| Total Expense Ratio | 0.84 | 0.09 | 933% |
| Annual Report Gross Expense Ratio | 0.84 | 0.09 | 933% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 10.021 | 12.511 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 965M | 650B | 0% |
| Annual Yield % from dividends | 2.29 | 2.55 | 90% |
| Returns for 1 year | 16.80 | 24.88 | 68% |
| Returns for 3 years | 37.88 | 51.13 | 74% |
| Returns for 5 years | -6.38 | 36.68 | -17% |
| Returns for 10 years | 38.55 | 99.28 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HDCTX | 11.54 | 0.13 | +1.14% |
| Rational Equity Armor Fund Instl | |||
| MSMIX | 35.00 | 0.11 | +0.32% |
| NYLI WMC Value Investor Class | |||
| WISGX | 26.92 | -0.01 | -0.04% |
| Segall Bryant & Hamill Small Cap GrInstl | |||
| APHJX | 21.00 | -0.04 | -0.19% |
| Artisan International Small-Mid Instl | |||
| GLFOX | 19.07 | -0.09 | -0.47% |
| Lazard Global Listed Infrastructure Open | |||