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SWNRX vs VFIFX
SWNRX vs VFIFX Comparison Chart
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SWNRX vs. VFIFX commentary
Feb 25, 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 SWNRX is a Hold and VFIFX is a Hold.
FUNDAMENTALS
Fundamentals
VFIFX has more cash in the bank: 79.2B vs. SWNRX (327M). VFIFX pays higher dividends than SWNRX: VFIFX (2.07) vs SWNRX (1.74). SWNRX was incepted earlier than VFIFX: SWNRX (12 years) vs VFIFX (19 years). SWNRX is a more actively managed with annual turnover of: 5.00 vs. VFIFX (2.00). SWNRX has a lower initial minimum investment than VFIFX: SWNRX (0) vs VFIFX (1000). VFIFX annual gain was more profitable for investors over the last year : 12.54 vs. SWNRX (11.68). VFIFX (30.91) and SWNRX (30.77) have equivalent 5 years return.
| SWNRX | VFIFX | SWNRX / VFIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 3.440 | 3.491 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 327M | 79.2B | 0% |
| Annual Yield % from dividends | 1.74 | 2.07 | 84% |
| Returns for 1 year | 11.68 | 12.54 | 93% |
| Returns for 3 years | 12.87 | 20.86 | 62% |
| Returns for 5 years | 30.77 | 30.91 | 100% |
| Returns for 10 years | 52.89 | 76.78 | 69% |
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