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SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$71.10
Change-$0.16 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$241.18
Change-$1.64 (-0.68%)
VolumeN/A
CapitalizationN/A
SWMCX vs VSEMX Comparison Chart
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SWMCX vs. VSEMX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SWMCX (1.73B). 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). VSEMX annual gain was more profitable for investors over the last year : 36.21 vs. SWMCX (33.38). VSEMX (65.07) and SWMCX (63.61) have equivalent 5 years return.
| 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 | 20.657 | 20.635 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 107B | 2% |
| Annual Yield % from dividends | 1.37 | 1.23 | 112% |
| Returns for 1 year | 33.38 | 36.21 | 92% |
| Returns for 3 years | 11.04 | 0.49 | 2,253% |
| Returns for 5 years | 63.61 | 65.07 | 98% |
| Returns for 10 years | N/A | N/A | - |
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