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SWMRX vs VTIVX
SWMRX vs VTIVX Comparison Chart in %
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SWMRX vs. VTIVX commentary
Sep 30, 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: 102B vs. SWMRX (358M). VTIVX pays higher dividends than SWMRX: VTIVX (2.04) vs SWMRX (1.74). 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 (12.32) and SWMRX (11.73) have marching annual gain over last year. SWMRX return over 5 years is better than : 45.87 vs. VTIVX (40.03).
| 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 | 14.897 | 15.774 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 102B | 0% |
| Annual Yield % from dividends | 1.74 | 2.04 | 85% |
| Returns for 1 year | 11.73 | 12.32 | 95% |
| Returns for 3 years | 55.52 | 62.55 | 89% |
| Returns for 5 years | 45.87 | 40.03 | 115% |
| Returns for 10 years | 81.28 | 103.01 | 79% |
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