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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$72.58
Change+$0.81 (+1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$349.10
Change+$3.38 (+0.98%)
VolumeN/A
CapitalizationN/A
SWMCX vs VIMAX Comparison Chart
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SWMCX vs. VIMAX commentary
Nov 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 Buy and VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 175B vs. SWMCX (1.75B). 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). SWMCX annual gain was more profitable for investors over the last year : 32.72 vs. VIMAX (31.10). SWMCX (65.14) and VIMAX (64.69) 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 | 21.520 | 21.437 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 175B | 1% |
| Annual Yield % from dividends | 1.37 | 1.49 | 92% |
| Returns for 1 year | 32.72 | 31.10 | 105% |
| Returns for 3 years | 13.96 | 11.23 | 124% |
| Returns for 5 years | 65.14 | 64.69 | 101% |
| Returns for 10 years | N/A | 133.28 | - |