SWMCX
Price
$14.77
Change
+$0.06 (+0.41%)
Updated
Oct 24 closing price
Net Assets
2.24B
VIMSX
Price
$80.51
Change
+$0.34 (+0.42%)
Updated
Oct 24 closing price
Net Assets
201.28B
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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+$0.06 (+0.41%)
VolumeN/A
Net Assets2.24B
Vanguard Mid Cap Index Investor
Price$80.51
Change+$0.34 (+0.42%)
VolumeN/A
Net Assets201.28B
SWMCX vs VIMSX Comparison Chart in %
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SWMCX vs. VIMSX commentary
Oct 27, 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: 201B vs. SWMCX (2.24B). 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 : 709.80 vs. VIMSX (10.94). SWMCX return over 5 years is better than : 2641.76 vs. VIMSX (59.27).
SWMCXVIMSXSWMCX / VIMSX
Total Expense Ratio0.040.1724%
Annual Report Gross Expense Ratio0.040.1724%
Fund Existence8 years27 years-
Gain YTD455.76511.8063,861%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.24B201B1%
Annual Yield % from dividends1.271.3693%
Returns for 1 year709.8010.946,488%
Returns for 3 years1765.8748.233,661%
Returns for 5 years2641.7659.274,458%
Returns for 10 yearsN/A145.67-
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