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SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$66.36
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$218.64
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SWMCX vs VSEMX Comparison Chart
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SWMCX vs. VSEMX commentary
Sep 19, 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 Buy and VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SWMCX (1.59B). SWMCX pays higher dividends than VSEMX: SWMCX (1.37) vs VSEMX (1.23). SWMCX was incepted earlier than VSEMX: SWMCX (7 years) vs VSEMX (8 years). VSEMX is a more actively managed with annual turnover of: 11.00 vs. SWMCX (8.00). SWMCX has a lower initial minimum investment than VSEMX: SWMCX (0) vs VSEMX (3000000000). SWMCX (23.52) and VSEMX (22.55) have marching annual gain over last year. SWMCX return over 5 years is better than : 57.32 vs. VSEMX (53.77).
| SWMCX | VSEMX | SWMCX / VSEMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 12.496 | 9.255 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 107B | 1% |
| Annual Yield % from dividends | 1.37 | 1.23 | 112% |
| Returns for 1 year | 23.52 | 22.55 | 104% |
| Returns for 3 years | 9.56 | -3.67 | -260% |
| Returns for 5 years | 57.32 | 53.77 | 107% |
| Returns for 10 years | N/A | N/A | - |
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