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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
Jul 14, 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: 316B vs. SWRLX (192M). SWRLX (2.55) and VTMNX (2.54) have matching dividends . SWRLX was incepted earlier than VTMNX: SWRLX (33 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 : 39.06 vs. VTMNX (25.43). SWRLX (42.44) and VTMNX (40.44) have equivalent 5 years return.
| 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 | 33 years | 26 years | - |
| Gain YTD | 21.194 | 13.806 | 154% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 192M | 316B | 0% |
| Annual Yield % from dividends | 2.55 | 2.54 | 100% |
| Returns for 1 year | 39.06 | 25.43 | 154% |
| Returns for 3 years | 69.10 | 52.97 | 130% |
| Returns for 5 years | 42.44 | 40.44 | 105% |
| Returns for 10 years | 75.87 | 107.65 | 70% |
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