Interact to see
Advertisement
Advertisement
SWSSX vs VSMAX
SWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAX
SWSSX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWSSX vs. VSMAX commentary
Jun 16, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. SWSSX (7.56B). VSMAX pays higher dividends than SWSSX: VSMAX (1.19) vs SWSSX (1.09). 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 : 39.36 vs. VSMAX (27.44). VSMAX return over 5 years is better than : 32.31 vs. SWSSX (24.24).
| 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 | 19.237 | 15.050 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.56B | 183B | 4% |
| Annual Yield % from dividends | 1.09 | 1.19 | 91% |
| Returns for 1 year | 39.36 | 27.44 | 143% |
| Returns for 3 years | 62.08 | 51.61 | 120% |
| Returns for 5 years | 24.24 | 32.31 | 75% |
| Returns for 10 years | 112.55 | 169.19 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers