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SWMCX vs VEXMX
SWMCX vs VEXMX Comparison
Open Charts SWMCX vs VEXMX
Schwab ® US Mid-Cap Index
Price$14.30
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.14B
Vanguard Extended Market Index Investor
Price$151.35
Change-$1.27 (-0.83%)
VolumeN/A
Net Assets78.9B
SWMCX vs VEXMX Comparison Chart in %
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SWMCX vs. VEXMX commentary
Aug 20, 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 VEXMX is a Hold.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 78.9B vs. SWMCX (2.14B). SWMCX pays higher dividends than VEXMX: SWMCX (1.32) vs VEXMX (0.99). SWMCX was incepted earlier than VEXMX: SWMCX (8 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). SWMCX annual gain was more profitable for investors over the last year : 63.88 vs. VEXMX (13.42). SWMCX return over 5 years is better than : 462.83 vs. VEXMX (54.45).
| SWMCX | VEXMX | SWMCX / VEXMX | |
| Total Expense Ratio | 0.04 | 0.19 | 21% |
| Annual Report Gross Expense Ratio | 0.04 | 0.19 | 21% |
| Fund Existence | 8 years | 38 years | - |
| Gain YTD | 7.315 | 5.097 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 78.9B | 3% |
| Annual Yield % from dividends | 1.32 | 0.99 | 133% |
| Returns for 1 year | 63.88 | 13.42 | 476% |
| Returns for 3 years | 229.52 | 34.26 | 670% |
| Returns for 5 years | 462.83 | 54.45 | 850% |
| Returns for 10 years | N/A | 139.36 | - |
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