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SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$70.94
Change+$0.44 (+0.62%)
VolumeN/A
Net Assets2.12B
Vanguard Extended Market Index Instl Sel
Price$240.81
Change+$2.23 (+0.93%)
VolumeN/A
Net Assets107.69B
SWMCX vs VSEMX Comparison Chart in %
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SWMCX vs. VSEMX commentary
Jul 05, 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 Buy and VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. SWMCX (2.12B). SWMCX pays higher dividends than VSEMX: SWMCX (1.34) vs VSEMX (1.17). SWMCX was incepted earlier than VSEMX: SWMCX (8 years) vs VSEMX (9 years). SWMCX (0.04) is less costly to investors than VSEMX (0.02). SWMCX is a more actively managed with annual turnover of: 13.00 vs. VSEMX (11.00). 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 : 17.51 vs. SWMCX (16.36). SWMCX return over 5 years is better than : 76.79 vs. VSEMX (68.58).
| SWMCX | VSEMX | SWMCX / VSEMX | |
| Total Expense Ratio | 0.04 | 0.02 | 200% |
| Annual Report Gross Expense Ratio | 0.04 | 0.02 | 200% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 6.773 | 4.149 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 108B | 2% |
| Annual Yield % from dividends | 1.34 | 1.17 | 114% |
| Returns for 1 year | 16.36 | 17.51 | 93% |
| Returns for 3 years | 46.31 | 49.81 | 93% |
| Returns for 5 years | 76.79 | 68.58 | 112% |
| Returns for 10 years | N/A | N/A | - |
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