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SWNRX vs VFIFX
SWNRX vs VFIFX Comparison Chart
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SWNRX vs. VFIFX commentary
Jun 02, 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: 77.9B vs. SWNRX (332M). VFIFX pays higher dividends than SWNRX: VFIFX (2.08) vs SWNRX (1.76). SWNRX was incepted earlier than VFIFX: SWNRX (12 years) vs VFIFX (19 years). SWNRX (0.58) is less costly to investors than VFIFX (0.08). SWNRX is a more actively managed with annual turnover of: 2.00 vs. VFIFX (1.00). 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 : 11.33 vs. SWNRX (9.79). SWNRX (46.92) and VFIFX (46.47) have equivalent 5 years return.
| SWNRX | VFIFX | SWNRX / VFIFX | |
| Total Expense Ratio | 0.55 | 0.08 | 688% |
| Annual Report Gross Expense Ratio | 0.58 | 0.08 | 725% |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 4.567 | 5.417 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 332M | 77.9B | 0% |
| Annual Yield % from dividends | 1.76 | 2.08 | 85% |
| Returns for 1 year | 9.79 | 11.33 | 86% |
| Returns for 3 years | 20.77 | 30.00 | 69% |
| Returns for 5 years | 46.92 | 46.47 | 101% |
| Returns for 10 years | 52.89 | 78.45 | 67% |
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