Interact to see
Advertisement
Advertisement
SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$66.17
Change-$0.24 (-0.36%)
VolumeN/A
Net Assets1.98B
Vanguard Extended Market Index Instl Sel
Price$220.35
Change-$0.92 (-0.42%)
VolumeN/A
Net Assets100.64B
SWMCX vs VSEMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VSEMX commentary
May 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 Buy and VSEMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 101B vs. SWMCX (1.98B). SWMCX pays higher dividends than VSEMX: SWMCX (1.47) vs VSEMX (1.33). SWMCX was incepted earlier than VSEMX: SWMCX (7 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). SWMCX annual gain was more profitable for investors over the last year : 8.11 vs. VSEMX (5.40). SWMCX return over 5 years is better than : 76.82 vs. VSEMX (66.90).
| SWMCX | VSEMX | SWMCX / VSEMX | |
| Total Expense Ratio | 0.04 | 0.02 | 200% |
| Annual Report Gross Expense Ratio | 0.04 | 0.02 | 200% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | -0.045 | -4.586 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 101B | 2% |
| Annual Yield % from dividends | 1.47 | 1.33 | 110% |
| Returns for 1 year | 8.11 | 5.40 | 150% |
| Returns for 3 years | 31.73 | 30.84 | 103% |
| Returns for 5 years | 76.82 | 66.90 | 115% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement