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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$67.50
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets2.01B
Vanguard Mid Cap Index Investor
Price$74.82
Change+$0.53 (+0.71%)
VolumeN/A
Net Assets185.28B
SWMCX vs VIMSX Comparison Chart
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SWMCX vs. VIMSX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SWMCX (2.01B). VIMSX (1.40) and SWMCX (1.39) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (7 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 : 11.82 vs. SWMCX (10.22). SWMCX (61.36) and VIMSX (59.71) have equivalent 5 years return.
| SWMCX | VIMSX | SWMCX / VIMSX | |
| Total Expense Ratio | 0.04 | 0.17 | 24% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 24% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 1.851 | 3.251 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 185B | 1% |
| Annual Yield % from dividends | 1.39 | 1.40 | 99% |
| Returns for 1 year | 10.22 | 11.82 | 86% |
| Returns for 3 years | 26.93 | 25.42 | 106% |
| Returns for 5 years | 61.36 | 59.71 | 103% |
| Returns for 10 years | N/A | 116.64 | - |
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