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SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$67.59
Change-$1.50 (-2.17%)
VolumeN/A
Net Assets1.79B
Vanguard Extended Market Index Instl Sel
Price$232.37
Change-$7.34 (-3.06%)
VolumeN/A
Net Assets116.7B
SWMCX vs VSEMX Comparison Chart
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SWMCX vs. VSEMX commentary
Feb 23, 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 VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 117B vs. SWMCX (1.79B). SWMCX pays higher dividends than VSEMX: SWMCX (1.37) vs VSEMX (1.23). SWMCX was incepted earlier than VSEMX: SWMCX (7 years) vs VSEMX (9 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 : 14.34 vs. SWMCX (12.95). SWMCX (49.73) and VSEMX (47.52) 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 | 9 years | - |
| Gain YTD | 1.731 | 0.345 | 501% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 117B | 2% |
| Annual Yield % from dividends | 1.37 | 1.23 | 112% |
| Returns for 1 year | 12.95 | 14.34 | 90% |
| Returns for 3 years | 23.37 | 21.22 | 110% |
| Returns for 5 years | 49.73 | 47.52 | 105% |
| Returns for 10 years | N/A | N/A | - |
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