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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$67.09
Change+$1.01 (+1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index Investor
Price$73.16
Change+$1.15 (+1.60%)
VolumeN/A
CapitalizationN/A
SWMCX vs VIMSX Comparison Chart
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SWMCX vs. VIMSX commentary
Dec 23, 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 StrongBuy and VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 190B vs. SWMCX (1.66B). VIMSX (1.38) and SWMCX (1.37) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (7 years) vs VIMSX (27 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). VIMSX (16.42) and SWMCX (15.94) have marching annual gain over last year. SWMCX (53.01) and VIMSX (51.60) 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 | 27 years | - |
| Gain YTD | 15.117 | 15.413 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 190B | 1% |
| Annual Yield % from dividends | 1.37 | 1.38 | 99% |
| Returns for 1 year | 15.94 | 16.42 | 97% |
| Returns for 3 years | 13.03 | 8.08 | 161% |
| Returns for 5 years | 53.01 | 51.60 | 103% |
| Returns for 10 years | N/A | 119.08 | - |
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