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SWNRX vs VFIFX
SWNRX vs VFIFX Comparison
Open Charts SWNRX vs VFIFX
SWNRX vs VFIFX Comparison Chart in %
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SWNRX vs. VFIFX commentary
Jun 15, 2026
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: 109B vs. SWNRX (341M). VFIFX pays higher dividends than SWNRX: VFIFX (1.88) vs SWNRX (1.56). SWNRX was incepted earlier than VFIFX: SWNRX (13 years) vs VFIFX (20 years). SWNRX (0.57) is less costly to investors than VFIFX (0.08). SWNRX is a more actively managed with annual turnover of: 7.00 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 : 22.35 vs. SWNRX (18.72). VFIFX return over 5 years is better than : 32.60 vs. SWNRX (28.34).
| SWNRX | VFIFX | SWNRX / VFIFX | |
| Total Expense Ratio | 0.54 | 0.08 | 675% |
| Annual Report Gross Expense Ratio | 0.57 | 0.08 | 712% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 9.677 | 10.189 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 109B | 0% |
| Annual Yield % from dividends | 1.56 | 1.88 | 83% |
| Returns for 1 year | 18.72 | 22.35 | 84% |
| Returns for 3 years | 51.68 | 58.06 | 89% |
| Returns for 5 years | 28.34 | 32.60 | 87% |
| Returns for 10 years | 108.10 | 139.73 | 77% |
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