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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$61.66
Change-$3.57 (-5.47%)
VolumeN/A
Net Assets1.79B
Vanguard Mid Cap Index Investor
Price$68.04
Change-$3.54 (-4.95%)
VolumeN/A
Net Assets181.84B
SWMCX vs VIMSX Comparison Chart
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SWMCX vs. VIMSX commentary
Apr 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 182B vs. SWMCX (1.79B). VIMSX (1.46) and SWMCX (1.45) 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). SWMCX (13.00) and VIMSX (13.00) have comparable annual turnover. 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 : 6.63 vs. SWMCX (4.56). SWMCX (116.78) and VIMSX (113.13) 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 | -1.821 | -0.622 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 182B | 1% |
| Annual Yield % from dividends | 1.45 | 1.46 | 99% |
| Returns for 1 year | 4.56 | 6.63 | 69% |
| Returns for 3 years | 12.42 | 9.75 | 127% |
| Returns for 5 years | 116.78 | 113.13 | 103% |
| Returns for 10 years | N/A | 106.04 | - |
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