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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$72.58
Change+$0.81 (+1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$76.96
Change+$0.75 (+0.98%)
VolumeN/A
CapitalizationN/A
SWMCX vs VIMSX Comparison Chart
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SWMCX vs. VIMSX 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. SWMCX (1.75B). VIMSX (1.38) and SWMCX (1.37) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (7 years) vs VIMSX (27 years). VIMSX is a more actively managed with annual turnover of: 13.00 vs. SWMCX (8.00). SWMCX has a lower initial minimum investment than VIMSX: SWMCX (0) vs VIMSX (3000). SWMCX annual gain was more profitable for investors over the last year : 32.72 vs. VIMSX (31.07). SWMCX (65.14) and VIMSX (64.57) have equivalent 5 years return.
| SWMCX | VIMSX | SWMCX / VIMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 21.520 | 21.408 | 101% |
| 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 | 1.38 | 99% |
| Returns for 1 year | 32.72 | 31.07 | 105% |
| Returns for 3 years | 13.96 | 11.19 | 125% |
| Returns for 5 years | 65.14 | 64.57 | 101% |
| Returns for 10 years | N/A | 132.92 | - |
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