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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$66.17
Change-$0.24 (-0.36%)
VolumeN/A
Net Assets1.98B
Vanguard Mid Cap Index Admiral
Price$330.05
Change-$0.99 (-0.30%)
VolumeN/A
Net Assets175.12B
SWMCX vs VIMAX Comparison Chart
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SWMCX vs. VIMAX commentary
May 24, 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 SWMCX is a Buy and VIMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SWMCX (1.98B). VIMAX pays higher dividends than SWMCX: VIMAX (1.60) vs SWMCX (1.47). SWMCX was incepted earlier than VIMAX: SWMCX (7 years) vs VIMAX (24 years). VIMAX (0.05) is less costly to investors than SWMCX (0.04). VIMAX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (13.00). SWMCX has a lower initial minimum investment than VIMAX: SWMCX (0) vs VIMAX (3000). VIMAX annual gain was more profitable for investors over the last year : 9.28 vs. SWMCX (6.77). SWMCX (77.06) and VIMAX (74.01) have equivalent 5 years return.
| SWMCX | VIMAX | SWMCX / VIMAX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 0.090 | 1.036 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 175B | 1% |
| Annual Yield % from dividends | 1.47 | 1.60 | 92% |
| Returns for 1 year | 6.77 | 9.28 | 73% |
| Returns for 3 years | 30.25 | 29.43 | 103% |
| Returns for 5 years | 77.06 | 74.01 | 104% |
| Returns for 10 years | N/A | 109.81 | - |
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