Ad is loading...
SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$71.11
Change+$0.51 (+0.72%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$75.49
Change+$0.53 (+0.71%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SWMCX vs VIMSX Comparison Chart
Loading...
SWMCX vs. VIMSX commentary
Nov 09, 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 (1.71B). VIMSX (1.38) and SWMCX (1.37) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (7 years) vs VIMSX (26 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 : 38.02 vs. VIMSX (35.64). SWMCX (63.79) and VIMSX (62.98) 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 | 26 years | - |
| Gain YTD | 19.539 | 19.089 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 175B | 1% |
| Annual Yield % from dividends | 1.37 | 1.38 | 99% |
| Returns for 1 year | 38.02 | 35.64 | 107% |
| Returns for 3 years | 9.90 | 7.34 | 135% |
| Returns for 5 years | 63.79 | 62.98 | 101% |
| Returns for 10 years | N/A | 132.57 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...