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SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$69.69
Change+$0.15 (+0.22%)
VolumeN/A
Net Assets1.75B
Vanguard Extended Market Index Instl Sel
Price$245.09
Change+$0.87 (+0.36%)
VolumeN/A
Net Assets111.13B
SWMCX vs VSEMX Comparison Chart
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SWMCX vs. VSEMX commentary
Jan 24, 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: 111B 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 (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 : 25.06 vs. SWMCX (21.13). VSEMX return over 5 years is better than : 59.55 vs. SWMCX (55.84).
| 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 | 4.666 | 5.838 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 111B | 2% |
| Annual Yield % from dividends | 1.37 | 1.23 | 112% |
| Returns for 1 year | 21.13 | 25.06 | 84% |
| Returns for 3 years | 24.52 | 24.50 | 100% |
| Returns for 5 years | 55.84 | 59.55 | 94% |
| Returns for 10 years | N/A | N/A | - |