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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$67.09
Change+$1.01 (+1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$331.89
Change+$5.20 (+1.59%)
VolumeN/A
CapitalizationN/A
SWMCX vs VIMAX Comparison Chart
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SWMCX vs. VIMAX commentary
Dec 23, 2024
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 StrongBuy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 190B vs. SWMCX (1.66B). VIMAX pays higher dividends than SWMCX: VIMAX (1.49) vs SWMCX (1.37). SWMCX was incepted earlier than VIMAX: SWMCX (7 years) vs VIMAX (23 years). VIMAX is a more actively managed with annual turnover of: 13.00 vs. SWMCX (8.00). SWMCX has a lower initial minimum investment than VIMAX: SWMCX (0) vs VIMAX (3000). VIMAX (16.47) and SWMCX (15.94) have marching annual gain over last year. SWMCX (53.01) and VIMAX (51.69) have equivalent 5 years return.
| SWMCX | VIMAX | SWMCX / VIMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | 15.117 | 15.450 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 190B | 1% |
| Annual Yield % from dividends | 1.37 | 1.49 | 92% |
| Returns for 1 year | 15.94 | 16.47 | 97% |
| Returns for 3 years | 13.03 | 8.11 | 161% |
| Returns for 5 years | 53.01 | 51.69 | 103% |
| Returns for 10 years | N/A | 119.36 | - |
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