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SWMIX vs VTIAX
SWMIX vs VTIAX Comparison
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SWMIX vs VTIAX Comparison Chart in %
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SWMIX vs. VTIAX commentary
Aug 23, 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 StrongBuy and VTIAX is a Buy.
FUNDAMENTALS
Fundamentals
VTIAX has more cash in the bank: 646B vs. SWMIX (1.01B). 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 : 24.30 vs. SWMIX (18.40). VTIAX return over 5 years is better than : 43.38 vs. SWMIX (-0.20).
| 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 | 15.468 | 16.467 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 646B | 0% |
| Annual Yield % from dividends | 2.29 | 2.55 | 90% |
| Returns for 1 year | 18.40 | 24.30 | 76% |
| Returns for 3 years | 53.26 | 65.42 | 81% |
| Returns for 5 years | -0.20 | 43.38 | -0% |
| Returns for 10 years | 41.30 | 100.45 | 41% |
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