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SWRLX vs VTMNX
SWRLX vs VTMNX Comparison
Open Charts SWRLX vs VTMNX
Touchstone International Value A
Price$15.76
Change-$0.35 (-2.17%)
VolumeN/A
Net Assets105.33M
Vanguard Developed Markets Index Instl
Price$16.11
Change-$0.35 (-2.13%)
VolumeN/A
Net Assets205.38B
SWRLX vs VTMNX Comparison Chart
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SWRLX vs. VTMNX commentary
Apr 04, 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 SWRLX is a Hold and VTMNX is a Hold.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 205B vs. SWRLX (105M). SWRLX pays higher dividends than VTMNX: SWRLX (3.31) vs VTMNX (3.07). SWRLX was incepted earlier than VTMNX: SWRLX (32 years) vs VTMNX (24 years). SWRLX (1.48) is less costly to investors than VTMNX (0.03). SWRLX is a more actively managed with annual turnover of: 112.00 vs. VTMNX (3.00). SWRLX has a lower initial minimum investment than VTMNX: SWRLX (2500) vs VTMNX (5000000). SWRLX annual gain was more profitable for investors over the last year : 4.23 vs. VTMNX (3.12). VTMNX return over 5 years is better than : 64.62 vs. SWRLX (51.54).
| SWRLX | VTMNX | SWRLX / VTMNX | |
| Total Expense Ratio | 1.27 | 0.03 | 4,233% |
| Annual Report Gross Expense Ratio | 1.48 | 0.03 | 4,933% |
| Fund Existence | 32 years | 24 years | - |
| Gain YTD | 14.418 | 7.161 | 201% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 105M | 205B | 0% |
| Annual Yield % from dividends | 3.31 | 3.07 | 108% |
| Returns for 1 year | 4.23 | 3.12 | 135% |
| Returns for 3 years | 13.68 | 7.01 | 195% |
| Returns for 5 years | 51.54 | 64.62 | 80% |
| Returns for 10 years | 5.88 | 32.92 | 18% |