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SWMRX vs VTIVX
SWMRX vs VTIVX Comparison Chart
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SWMRX vs. VTIVX commentary
Apr 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: 89.4B vs. SWMRX (307M). VTIVX pays higher dividends than SWMRX: VTIVX (2.31) vs SWMRX (1.96). SWMRX was incepted earlier than VTIVX: SWMRX (12 years) vs VTIVX (22 years). SWMRX (0.57) 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 : 7.51 vs. SWMRX (6.95). SWMRX return over 5 years is better than : 44.00 vs. VTIVX (37.64).
| SWMRX | VTIVX | SWMRX / VTIVX | |
| Total Expense Ratio | 0.53 | 0.08 | 663% |
| Annual Report Gross Expense Ratio | 0.57 | 0.08 | 712% |
| Fund Existence | 12 years | 22 years | - |
| Gain YTD | -0.905 | -0.371 | 244% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 307M | 89.4B | 0% |
| Annual Yield % from dividends | 1.96 | 2.31 | 85% |
| Returns for 1 year | 6.95 | 7.51 | 92% |
| Returns for 3 years | 15.29 | 21.50 | 71% |
| Returns for 5 years | 44.00 | 37.64 | 117% |
| Returns for 10 years | 44.94 | 59.77 | 75% |
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