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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
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SWSCX vs VSMAX Comparison Chart in %
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VS
VS
SWSCX vs. VSMAX commentary
Aug 03, 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 SWSCX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. SWSCX (657M). VSMAX pays higher dividends than SWSCX: VSMAX (1.21) vs SWSCX (0.12). SWSCX was incepted earlier than VSMAX: SWSCX (23 years) vs VSMAX (26 years). SWSCX (1.09) is less costly to investors than VSMAX (0.05). SWSCX is a more actively managed with annual turnover of: 108.00 vs. VSMAX (17.00). SWSCX has a lower initial minimum investment than VSMAX: SWSCX (0) vs VSMAX (3000). SWSCX annual gain was more profitable for investors over the last year : 32.12 vs. VSMAX (22.58). VSMAX return over 5 years is better than : 35.11 vs. SWSCX (13.59).
| SWSCX | VSMAX | SWSCX / VSMAX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.09 | 0.05 | 2,180% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 24.160 | 14.588 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 657M | 189B | 0% |
| Annual Yield % from dividends | 0.12 | 1.21 | 10% |
| Returns for 1 year | 32.12 | 22.58 | 142% |
| Returns for 3 years | 33.35 | 43.42 | 77% |
| Returns for 5 years | 13.59 | 35.11 | 39% |
| Returns for 10 years | 35.26 | 155.96 | 23% |
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