SWSCX
Price
$24.42
Change
+$0.25 (+1.03%)
Updated
Jun 2 closing price
Net Assets
691.63M
VSMAX
Price
$141.51
Change
+$1.12 (+0.80%)
Updated
Jun 2 closing price
Net Assets
177.42B
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SWSCX vs VSMAX

Header iconSWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAXBanner chart's image
SWSCX vs VSMAX Comparison Chart in %
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VS
SWSCX vs. VSMAX 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 SWSCX is a Buy and VSMAX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 177B vs. SWSCX (692M). VSMAX pays higher dividends than SWSCX: VSMAX (1.19) 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 : 32.77 vs. VSMAX (28.97). VSMAX return over 5 years is better than : 33.53 vs. SWSCX (6.29).
SWSCXVSMAXSWSCX / VSMAX
Total Expense Ratio1.090.052,180%
Annual Report Gross Expense Ratio1.090.052,180%
Fund Existence23 years26 years-
Gain YTD17.73013.705129%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets692M177B0%
Annual Yield % from dividends0.121.1910%
Returns for 1 year32.7728.97113%
Returns for 3 years38.6154.9870%
Returns for 5 years6.2933.5319%
Returns for 10 years34.17161.2321%
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