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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
SWSCX vs VSMAX Comparison Chart in %
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SWSCX vs. VSMAX commentary
Aug 23, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. SWSCX (668M). 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 : 28.94 vs. VSMAX (24.79). VSMAX return over 5 years is better than : 42.24 vs. SWSCX (17.29).
| 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 | 26.059 | 18.382 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 668M | 183B | 0% |
| Annual Yield % from dividends | 0.12 | 1.21 | 10% |
| Returns for 1 year | 28.94 | 24.79 | 117% |
| Returns for 3 years | 43.75 | 58.30 | 75% |
| Returns for 5 years | 17.29 | 42.24 | 41% |
| Returns for 10 years | 34.16 | 157.13 | 22% |
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