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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$67.59
Change-$1.50 (-2.17%)
VolumeN/A
Net Assets1.79B
Vanguard Mid Cap Index Admiral
Price$334.98
Change-$6.47 (-1.89%)
VolumeN/A
Net Assets184.83B
SWMCX vs VIMAX Comparison Chart
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SWMCX vs. VIMAX commentary
Feb 23, 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: 185B vs. SWMCX (1.79B). 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 annual gain was more profitable for investors over the last year : 14.06 vs. SWMCX (12.95). SWMCX (49.73) and VIMAX (48.46) 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 | 1.731 | 2.481 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 185B | 1% |
| Annual Yield % from dividends | 1.37 | 1.49 | 92% |
| Returns for 1 year | 12.95 | 14.06 | 92% |
| Returns for 3 years | 23.37 | 19.69 | 119% |
| Returns for 5 years | 49.73 | 48.46 | 103% |
| Returns for 10 years | N/A | 114.28 | - |