Interact to see
Advertisement
Advertisement
SWMRX vs VTIVX
SWMRX vs VTIVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWMRX vs. VTIVX commentary
Aug 18, 2025
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 SWMRX is a Hold and VTIVX is a Hold.
FUNDAMENTALS
Fundamentals
VTIVX has more cash in the bank: 99.8B vs. SWMRX (351M). VTIVX pays higher dividends than SWMRX: VTIVX (2.09) vs SWMRX (1.79). SWMRX was incepted earlier than VTIVX: SWMRX (13 years) vs VTIVX (22 years). SWMRX (0.55) is less costly to investors than VTIVX (0.08). SWMRX is a more actively managed with annual turnover of: 6.00 vs. VTIVX (1.00). SWMRX has a lower initial minimum investment than VTIVX: SWMRX (0) vs VTIVX (1000). VTIVX annual gain was more profitable for investors over the last year : 14.07 vs. SWMRX (12.95). SWMRX return over 5 years is better than : 41.62 vs. VTIVX (36.06).
| SWMRX | VTIVX | SWMRX / VTIVX | |
| Total Expense Ratio | 0.52 | 0.08 | 650% |
| Annual Report Gross Expense Ratio | 0.55 | 0.08 | 688% |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 11.942 | 12.841 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 99.8B | 0% |
| Annual Yield % from dividends | 1.79 | 2.09 | 85% |
| Returns for 1 year | 12.95 | 14.07 | 92% |
| Returns for 3 years | 28.17 | 35.10 | 80% |
| Returns for 5 years | 41.62 | 36.06 | 115% |
| Returns for 10 years | 64.88 | 85.42 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers