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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$14.58
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.16B
Vanguard Mid Cap Index Investor
Price$79.00
Change-$0.11 (-0.14%)
VolumeN/A
Net Assets199.16B
SWMCX vs VIMSX Comparison Chart in %
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SWMCX vs. VIMSX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SWMCX (2.16B). VIMSX pays higher dividends than SWMCX: VIMSX (1.35) vs SWMCX (1.28). 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). SWMCX annual gain was more profitable for investors over the last year : 742.84 vs. VIMSX (15.02). SWMCX return over 5 years is better than : 2770.90 vs. VIMSX (64.92).
| SWMCX | VIMSX | SWMCX / VIMSX | |
| Total Expense Ratio | 0.04 | 0.17 | 24% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 24% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 448.615 | 9.679 | 4,635% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 199B | 1% |
| Annual Yield % from dividends | 1.28 | 1.35 | 95% |
| Returns for 1 year | 742.84 | 15.02 | 4,946% |
| Returns for 3 years | 1710.55 | 41.01 | 4,171% |
| Returns for 5 years | 2770.90 | 64.92 | 4,268% |
| Returns for 10 years | N/A | 140.93 | - |
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