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SWRLX vs VTMNX
SWRLX vs VTMNX Comparison
Open Charts SWRLX vs VTMNX
SWRLX vs VTMNX Comparison Chart in %
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SWRLX vs. VTMNX commentary
Aug 23, 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 SWRLX is a Hold and VTMNX is a Buy.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 315B vs. SWRLX (214M). VTMNX (2.56) and SWRLX (2.56) have matching dividends . SWRLX was incepted earlier than VTMNX: SWRLX (34 years) vs VTMNX (26 years). SWRLX (1.51) is less costly to investors than VTMNX (0.03). SWRLX is a more actively managed with annual turnover of: 20.00 vs. VTMNX (4.00). 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 : 37.34 vs. VTMNX (26.25). SWRLX return over 5 years is better than : 53.85 vs. VTMNX (46.94).
| SWRLX | VTMNX | SWRLX / VTMNX | |
| Total Expense Ratio | 1.26 | 0.03 | 4,200% |
| Annual Report Gross Expense Ratio | 1.51 | 0.03 | 5,033% |
| Fund Existence | 34 years | 26 years | - |
| Gain YTD | 25.522 | 17.997 | 142% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 214M | 315B | 0% |
| Annual Yield % from dividends | 2.56 | 2.56 | 100% |
| Returns for 1 year | 37.34 | 26.25 | 142% |
| Returns for 3 years | 82.96 | 67.54 | 123% |
| Returns for 5 years | 53.85 | 46.94 | 115% |
| Returns for 10 years | 72.67 | 107.10 | 68% |
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