SWMCX
Price
$14.77
Change
+$0.04 (+0.27%)
Updated
Oct 3 closing price
Net Assets
2.22B
VIMSX
Price
$80.62
Change
+$0.21 (+0.26%)
Updated
Oct 3 closing price
Net Assets
199.16B
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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$14.77
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets2.22B
Vanguard Mid Cap Index Investor
Price$80.62
Change+$0.21 (+0.26%)
VolumeN/A
Net Assets199.16B
SWMCX vs VIMSX Comparison Chart in %
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SWMCX vs. VIMSX commentary
Oct 04, 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.

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FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SWMCX (2.22B). VIMSX pays higher dividends than SWMCX: VIMSX (1.36) vs SWMCX (1.27). 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 : 721.12 vs. VIMSX (12.73). SWMCX return over 5 years is better than : 2779.30 vs. VIMSX (66.95).
SWMCXVIMSXSWMCX / VIMSX
Total Expense Ratio0.040.1724%
Annual Report Gross Expense Ratio0.040.1724%
Fund Existence8 years27 years-
Gain YTD454.25911.6673,894%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.22B199B1%
Annual Yield % from dividends1.271.3693%
Returns for 1 year721.1212.735,667%
Returns for 3 years1761.9247.673,696%
Returns for 5 years2779.3066.954,151%
Returns for 10 yearsN/A150.24-
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