Interact to see
Advertisement
Advertisement
SWMCX vs VEXMX
SWMCX vs VEXMX Comparison
Open Charts SWMCX vs VEXMX
Schwab ® US Mid-Cap Index
Price$67.36
Change-$0.87 (-1.28%)
VolumeN/A
Net Assets2.01B
Vanguard Extended Market Index Investor
Price$140.69
Change-$2.43 (-1.70%)
VolumeN/A
Net Assets107.69B
SWMCX vs VEXMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VEXMX commentary
Jun 16, 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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. SWMCX (2.01B). SWMCX pays higher dividends than VEXMX: SWMCX (1.39) vs VEXMX (1.08). SWMCX was incepted earlier than VEXMX: SWMCX (7 years) vs VEXMX (38 years). VEXMX (0.19) is less costly to investors than SWMCX (0.04). SWMCX is a more actively managed with annual turnover of: 13.00 vs. VEXMX (11.00). SWMCX has a lower initial minimum investment than VEXMX: SWMCX (0) vs VEXMX (3000). VEXMX (10.34) and SWMCX (9.96) have marching annual gain over last year. SWMCX return over 5 years is better than : 71.47 vs. VEXMX (63.64).
| SWMCX | VEXMX | SWMCX / VEXMX | |
| Total Expense Ratio | 0.04 | 0.19 | 21% |
| Annual Report Gross Expense Ratio | 0.04 | 0.19 | 21% |
| Fund Existence | 7 years | 38 years | - |
| Gain YTD | 1.385 | -2.361 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 108B | 2% |
| Annual Yield % from dividends | 1.39 | 1.08 | 129% |
| Returns for 1 year | 9.96 | 10.34 | 96% |
| Returns for 3 years | 40.67 | 42.87 | 95% |
| Returns for 5 years | 71.47 | 63.64 | 112% |
| Returns for 10 years | N/A | 105.37 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement