SWMCX
Price
$72.12
Change
+$0.43 (+0.60%)
Updated
Jul 25 closing price
Net Assets
2.16B
VEXMX
Price
$152.18
Change
+$1.02 (+0.67%)
Updated
Jul 25 closing price
Net Assets
112.9B
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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$72.12
Change+$0.43 (+0.60%)
VolumeN/A
Net Assets2.16B
Vanguard Extended Market Index Investor
Price$152.18
Change+$1.02 (+0.67%)
VolumeN/A
Net Assets112.9B
SWMCX vs VEXMX Comparison Chart in %
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SWMCX vs. VEXMX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 113B vs. SWMCX (2.16B). 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). SWMCX annual gain was more profitable for investors over the last year : 15.13 vs. VEXMX (14.19). SWMCX return over 5 years is better than : 73.51 vs. VEXMX (65.21).
SWMCXVEXMXSWMCX / VEXMX
Total Expense Ratio0.040.1921%
Annual Report Gross Expense Ratio0.040.1921%
Fund Existence8 years38 years-
Gain YTD8.5495.673151%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.16B113B2%
Annual Yield % from dividends1.341.01132%
Returns for 1 year15.1314.19107%
Returns for 3 years44.3646.8595%
Returns for 5 years73.5165.21113%
Returns for 10 yearsN/A129.02-
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