Ad is loading...
Ad is loading...
SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$72.58
Change+$0.81 (+1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$248.00
Change+$4.16 (+1.71%)
VolumeN/A
CapitalizationN/A
SWMCX vs VSEMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VSEMX commentary
Nov 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 Buy and VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 107B vs. SWMCX (1.75B). 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 : 39.14 vs. SWMCX (32.72). VSEMX return over 5 years is better than : 69.75 vs. SWMCX (65.14).
| 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 | 21.520 | 24.046 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 107B | 2% |
| Annual Yield % from dividends | 1.37 | 1.23 | 112% |
| Returns for 1 year | 32.72 | 39.14 | 84% |
| Returns for 3 years | 13.96 | 7.70 | 181% |
| Returns for 5 years | 65.14 | 69.75 | 93% |
| Returns for 10 years | N/A | N/A | - |