Interact to see
Advertisement
Advertisement
SWRLX vs VTMNX
SWRLX vs VTMNX Comparison
Open Charts SWRLX vs VTMNX
SWRLX vs VTMNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWRLX vs. VTMNX commentary
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTMNX has more cash in the bank: 304B vs. SWRLX (186M). VTMNX (2.61) and SWRLX (2.56) have matching dividends . SWRLX was incepted earlier than VTMNX: SWRLX (33 years) vs VTMNX (25 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 : 43.25 vs. VTMNX (29.00). VTMNX (40.65) and SWRLX (40.60) 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 | 25 years | - |
| Gain YTD | 21.393 | 15.497 | 138% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 186M | 304B | 0% |
| Annual Yield % from dividends | 2.56 | 2.61 | 98% |
| Returns for 1 year | 43.25 | 29.00 | 149% |
| Returns for 3 years | 75.07 | 60.05 | 125% |
| Returns for 5 years | 40.60 | 40.65 | 100% |
| Returns for 10 years | 73.17 | 107.24 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers