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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
Sep 12, 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: 666B vs. SWMIX (981M). VTIAX pays higher dividends than SWMIX: VTIAX (2.47) vs SWMIX (2.21). 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 : 19.08 vs. SWMIX (11.75). VTIAX return over 5 years is better than : 36.50 vs. SWMIX (-7.63).
| 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 | 11.975 | 14.786 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 981M | 666B | 0% |
| Annual Yield % from dividends | 2.21 | 2.47 | 89% |
| Returns for 1 year | 11.75 | 19.08 | 62% |
| Returns for 3 years | 48.70 | 60.78 | 80% |
| Returns for 5 years | -7.63 | 36.50 | -21% |
| Returns for 10 years | 40.28 | 103.01 | 39% |
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