Interact to see
Advertisement
Advertisement
SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$67.36
Change-$0.87 (-1.28%)
VolumeN/A
Net Assets2.04B
Vanguard Mid Cap Index Admiral
Price$335.74
Change-$3.91 (-1.15%)
VolumeN/A
Net Assets185.28B
SWMCX vs VIMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VIMAX commentary
Jun 14, 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: 185B vs. SWMCX (2.04B). VIMAX pays higher dividends than SWMCX: VIMAX (1.52) vs SWMCX (1.39). 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 : 12.90 vs. SWMCX (11.38). SWMCX (73.69) and VIMAX (71.67) 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 | 2.694 | 3.975 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 185B | 1% |
| Annual Yield % from dividends | 1.39 | 1.52 | 91% |
| Returns for 1 year | 11.38 | 12.90 | 88% |
| Returns for 3 years | 42.49 | 40.77 | 104% |
| Returns for 5 years | 73.69 | 71.67 | 103% |
| Returns for 10 years | N/A | 116.68 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement