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SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$67.09
Change+$1.01 (+1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Extended Market Index Instl Sel
Price$235.11
Change+$2.90 (+1.25%)
VolumeN/A
CapitalizationN/A
SWMCX vs VSEMX Comparison Chart
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SWMCX vs. VSEMX commentary
Dec 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 StrongBuy and VSEMX is a Hold.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 120B vs. SWMCX (1.66B). 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 : 18.24 vs. SWMCX (15.94). VSEMX (54.77) and SWMCX (53.01) 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 | 15.117 | 17.599 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 120B | 1% |
| Annual Yield % from dividends | 1.37 | 1.23 | 112% |
| Returns for 1 year | 15.94 | 18.24 | 87% |
| Returns for 3 years | 13.03 | 7.41 | 176% |
| Returns for 5 years | 53.01 | 54.77 | 97% |
| Returns for 10 years | N/A | N/A | - |