SWMCX
Price
$70.12
Change
+$0.50 (+0.72%)
Updated
Jul 1 closing price
Net Assets
2.08B
VIMSX
Price
$76.85
Change
+$0.38 (+0.50%)
Updated
Jul 1 closing price
Net Assets
185.28B
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SWMCX vs VIMSX

Header iconSWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSXBanner chart's image
Schwab ® US Mid-Cap Index
Price$70.12
Change+$0.50 (+0.72%)
VolumeN/A
Net Assets2.08B
Vanguard Mid Cap Index Investor
Price$76.85
Change+$0.38 (+0.50%)
VolumeN/A
Net Assets185.28B
SWMCX vs VIMSX Comparison Chart in %
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SWMCX vs. VIMSX commentary
Jul 02, 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 VIMSX is a Buy.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SWMCX (2.08B). VIMSX (1.40) and SWMCX (1.34) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (8 years) vs VIMSX (27 years). VIMSX (0.17) is less costly to investors than SWMCX (0.04). VIMSX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (13.00). SWMCX has a lower initial minimum investment than VIMSX: SWMCX (0) vs VIMSX (3000). VIMSX annual gain was more profitable for investors over the last year : 15.39 vs. SWMCX (13.24). SWMCX (73.58) and VIMSX (71.48) have equivalent 5 years return.
SWMCXVIMSXSWMCX / VIMSX
Total Expense Ratio0.040.1724%
Annual Report Gross Expense Ratio0.040.1724%
Fund Existence8 years27 years-
Gain YTD4.2595.76474%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.08B185B1%
Annual Yield % from dividends1.341.4096%
Returns for 1 year13.2415.3986%
Returns for 3 years42.8740.59106%
Returns for 5 years73.5871.48103%
Returns for 10 yearsN/A122.48-
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