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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$71.10
Change-$0.16 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Admiral
Price$342.39
Change-$0.44 (-0.13%)
VolumeN/A
CapitalizationN/A
SWMCX vs VIMAX Comparison Chart
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SWMCX vs. VIMAX commentary
Nov 14, 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 (1.73B). 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 : 33.38 vs. VIMAX (30.17). SWMCX (63.61) and VIMAX (61.42) 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 | 20.657 | 19.103 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 175B | 1% |
| Annual Yield % from dividends | 1.37 | 1.49 | 92% |
| Returns for 1 year | 33.38 | 30.17 | 111% |
| Returns for 3 years | 11.04 | 7.45 | 148% |
| Returns for 5 years | 63.61 | 61.42 | 104% |
| Returns for 10 years | N/A | 132.95 | - |
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