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SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$61.66
Change-$3.57 (-5.47%)
VolumeN/A
Net Assets1.79B
Vanguard Extended Market Index Instl Sel
Price$199.94
Change-$15.02 (-6.99%)
VolumeN/A
Net Assets110.09B
SWMCX vs VSEMX Comparison Chart
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SWMCX vs. VSEMX commentary
Apr 04, 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: 110B vs. SWMCX (1.79B). SWMCX pays higher dividends than VSEMX: SWMCX (1.45) vs VSEMX (1.32). 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 : 4.56 vs. VSEMX (2.78). SWMCX (116.78) and VSEMX (114.71) have equivalent 5 years return.
| 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 | -1.821 | -7.092 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 110B | 2% |
| Annual Yield % from dividends | 1.45 | 1.32 | 110% |
| Returns for 1 year | 4.56 | 2.78 | 164% |
| Returns for 3 years | 12.42 | 5.62 | 221% |
| Returns for 5 years | 116.78 | 114.71 | 102% |
| Returns for 10 years | N/A | N/A | - |