SWMCX
Price
$70.94
Change
+$0.44 (+0.62%)
Updated
Jul 3 closing price
Net Assets
2.12B
VEXMX
Price
$149.96
Change
+$1.39 (+0.94%)
Updated
Jul 3 closing price
Net Assets
107.69B
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SWMCX vs VEXMX

Header iconSWMCX vs VEXMX Comparison
Open Charts SWMCX vs VEXMXBanner chart's image
Schwab ® US Mid-Cap Index
Price$70.94
Change+$0.44 (+0.62%)
VolumeN/A
Net Assets2.12B
Vanguard Extended Market Index Investor
Price$149.96
Change+$1.39 (+0.94%)
VolumeN/A
Net Assets107.69B
SWMCX vs VEXMX Comparison Chart in %
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SWMCX vs. VEXMX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 108B vs. SWMCX (2.12B). SWMCX pays higher dividends than VEXMX: SWMCX (1.34) vs VEXMX (1.01). 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). VEXMX annual gain was more profitable for investors over the last year : 17.45 vs. SWMCX (16.36). SWMCX return over 5 years is better than : 76.79 vs. VEXMX (68.24).
SWMCXVEXMXSWMCX / VEXMX
Total Expense Ratio0.040.1921%
Annual Report Gross Expense Ratio0.040.1921%
Fund Existence8 years38 years-
Gain YTD6.7734.131164%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B108B2%
Annual Yield % from dividends1.341.01132%
Returns for 1 year16.3617.4594%
Returns for 3 years46.3149.6293%
Returns for 5 years76.7968.24113%
Returns for 10 yearsN/A122.93-
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