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SWSSX vs VSMAX
SWSSX vs VSMAX Comparison
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SWSSX vs VSMAX Comparison Chart in %
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VS
SWSSX vs. VSMAX commentary
Sep 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 SWSSX is a Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. SWSSX (7.55B). VSMAX pays higher dividends than SWSSX: VSMAX (1.20) vs SWSSX (1.07). SWSSX was incepted earlier than VSMAX: SWSSX (29 years) vs VSMAX (26 years). VSMAX (0.05) is less costly to investors than SWSSX (0.04). VSMAX is a more actively managed with annual turnover of: 17.00 vs. SWSSX (12.00). SWSSX has a lower initial minimum investment than VSMAX: SWSSX (0) vs VSMAX (3000). SWSSX annual gain was more profitable for investors over the last year : 25.70 vs. VSMAX (19.06). VSMAX return over 5 years is better than : 32.28 vs. SWSSX (25.64).
| SWSSX | VSMAX | SWSSX / VSMAX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 18.584 | 15.569 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.55B | 183B | 4% |
| Annual Yield % from dividends | 1.07 | 1.20 | 89% |
| Returns for 1 year | 25.70 | 19.06 | 135% |
| Returns for 3 years | 58.55 | 48.17 | 122% |
| Returns for 5 years | 25.64 | 32.28 | 79% |
| Returns for 10 years | 93.26 | 150.34 | 62% |
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