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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$14.26
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets2.14B
Vanguard Mid Cap Index Admiral
Price$353.82
Change-$0.86 (-0.24%)
VolumeN/A
Net Assets196.76B
SWMCX vs VIMAX Comparison Chart in %
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SWMCX vs. VIMAX commentary
Aug 17, 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 Hold and VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 197B vs. SWMCX (2.14B). VIMAX pays higher dividends than SWMCX: VIMAX (1.49) vs SWMCX (1.32). SWMCX was incepted earlier than VIMAX: SWMCX (8 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). SWMCX annual gain was more profitable for investors over the last year : 18.80 vs. VIMAX (14.33). SWMCX return over 5 years is better than : 95.80 vs. VIMAX (62.28).
| SWMCX | VIMAX | SWMCX / VIMAX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 7.315 | 8.313 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 197B | 1% |
| Annual Yield % from dividends | 1.32 | 1.49 | 88% |
| Returns for 1 year | 18.80 | 14.33 | 131% |
| Returns for 3 years | 46.55 | 26.45 | 176% |
| Returns for 5 years | 95.80 | 62.28 | 154% |
| Returns for 10 years | N/A | 125.24 | - |
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