SWSCX
Price
$25.03
Change
+$0.14 (+0.56%)
Updated
Sep 11 closing price
Net Assets
639.98M
VSMAX
Price
$140.61
Change
+$1.15 (+0.82%)
Updated
Sep 11 closing price
Net Assets
185.27B
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SWSCX vs VSMAX

SWSCX vs VSMAX Comparison Chart in %
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VS
SWSCX vs. VSMAX commentary
Sep 13, 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 Hold and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 185B vs. SWSCX (640M). VSMAX pays higher dividends than SWSCX: VSMAX (1.20) 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 : 15.55 vs. VSMAX (13.12). VSMAX return over 5 years is better than : 32.93 vs. SWSCX (10.18).
SWSCXVSMAXSWSCX / VSMAX
Total Expense Ratio1.090.052,180%
Annual Report Gross Expense Ratio1.090.052,180%
Fund Existence23 years26 years-
Gain YTD21.23713.032163%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets640M185B0%
Annual Yield % from dividends0.121.2010%
Returns for 1 year15.5513.12119%
Returns for 3 years37.7249.7076%
Returns for 5 years10.1832.9331%
Returns for 10 years31.93153.3321%
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