Interact to see
Advertisement
Advertisement
SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$70.12
Change+$0.50 (+0.72%)
VolumeN/A
Net Assets2.08B
Vanguard Mid Cap Index Investor
Price$76.85
Change+$0.38 (+0.50%)
VolumeN/A
Net Assets185.28B
SWMCX vs VIMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VIMSX commentary
Jul 02, 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: 185B vs. SWMCX (2.08B). VIMSX (1.40) and SWMCX (1.34) have matching dividends . 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). VIMSX annual gain was more profitable for investors over the last year : 15.39 vs. SWMCX (13.24). SWMCX (73.58) and VIMSX (71.48) 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 | 8 years | 27 years | - |
| Gain YTD | 4.259 | 5.764 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 185B | 1% |
| Annual Yield % from dividends | 1.34 | 1.40 | 96% |
| Returns for 1 year | 13.24 | 15.39 | 86% |
| Returns for 3 years | 42.87 | 40.59 | 106% |
| Returns for 5 years | 73.58 | 71.48 | 103% |
| Returns for 10 years | N/A | 122.48 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement