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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$67.59
Change-$1.50 (-2.17%)
VolumeN/A
Net Assets1.79B
Vanguard Mid Cap Index Investor
Price$73.84
Change-$1.43 (-1.90%)
VolumeN/A
Net Assets184.83B
SWMCX vs VIMSX Comparison Chart
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SWMCX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 185B vs. SWMCX (1.79B). 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). VIMSX annual gain was more profitable for investors over the last year : 14.03 vs. SWMCX (12.95). SWMCX (49.73) and VIMSX (48.34) 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 | 1.731 | 2.456 | 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 | 1.38 | 99% |
| Returns for 1 year | 12.95 | 14.03 | 92% |
| Returns for 3 years | 23.37 | 19.64 | 119% |
| Returns for 5 years | 49.73 | 48.34 | 103% |
| Returns for 10 years | N/A | 114.05 | - |
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