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SWMRX vs VTIVX
SWMRX vs VTIVX Comparison Chart
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SWMRX vs. VTIVX commentary
Jun 13, 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: 95B vs. SWMRX (330M). VTIVX pays higher dividends than SWMRX: VTIVX (2.19) vs SWMRX (1.87). SWMRX was incepted earlier than VTIVX: SWMRX (12 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 : 10.42 vs. SWMRX (9.77). SWMRX return over 5 years is better than : 47.93 vs. VTIVX (41.16).
| SWMRX | VTIVX | SWMRX / VTIVX | |
| Total Expense Ratio | 0.52 | 0.08 | 650% |
| Annual Report Gross Expense Ratio | 0.55 | 0.08 | 688% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | 6.514 | 6.943 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 95B | 0% |
| Annual Yield % from dividends | 1.87 | 2.19 | 85% |
| Returns for 1 year | 9.77 | 10.42 | 94% |
| Returns for 3 years | 34.70 | 41.18 | 84% |
| Returns for 5 years | 47.93 | 41.16 | 116% |
| Returns for 10 years | 56.52 | 73.73 | 77% |
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