Interact to see
Advertisement
Advertisement
FSMDX vs SWMCX
FSMDX vs SWMCX Comparison
Open Charts FSMDX vs SWMCX
Schwab ® US Mid-Cap Index
Price$68.17
Change+$0.67 (+0.99%)
VolumeN/A
Net Assets2.03B
FSMDX vs SWMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SWMCX commentary
Jun 10, 2025
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 FSMDX is a Buy and SWMCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. SWMCX (2.03B). SWMCX pays higher dividends than FSMDX: SWMCX (1.39) vs FSMDX (1.14). FSMDX was incepted earlier than SWMCX: FSMDX (14 years) vs SWMCX (7 years). SWMCX (0.04) is less costly to investors than FSMDX (0.03). SWMCX is a more actively managed with annual turnover of: 13.00 vs. FSMDX (8.00). FSMDX (0) and SWMCX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 12.13 vs. SWMCX (11.48). FSMDX return over 5 years is better than : 67.29 vs. SWMCX (62.55).
| FSMDX | SWMCX | FSMDX / SWMCX | |
| Total Expense Ratio | 0.03 | 0.04 | 63% |
| Annual Report Gross Expense Ratio | 0.03 | 0.04 | 63% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | 2.635 | 2.604 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 2.03B | 1,987% |
| Annual Yield % from dividends | 1.14 | 1.39 | 82% |
| Returns for 1 year | 12.13 | 11.48 | 106% |
| Returns for 3 years | 36.61 | 26.30 | 139% |
| Returns for 5 years | 67.29 | 62.55 | 108% |
| Returns for 10 years | 111.15 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SOCL | 50.32 | 1.00 | +2.03% |
| Global X Social Media ETF | |||
| KIO | 12.26 | 0.08 | +0.66% |
| KKR Income OPPORTUNITIES FUND | |||
| SPYV | 51.44 | 0.05 | +0.10% |
| SPDR® Portfolio S&P 500 Value ETF | |||
| OCTZ | 39.87 | 0.02 | +0.04% |
| TrueShares Structured Outcome OctoberETF | |||
| FPF | 18.20 | -0.05 | -0.27% |
| FIRST TRUST INTERMEDIATE DURATION PREFERRED & Income FUND | |||