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SWMCX vs VEXMX
SWMCX vs VEXMX Comparison
Open Charts SWMCX vs VEXMX
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.
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).
| 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 | 6.773 | 4.131 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 108B | 2% |
| Annual Yield % from dividends | 1.34 | 1.01 | 132% |
| Returns for 1 year | 16.36 | 17.45 | 94% |
| Returns for 3 years | 46.31 | 49.62 | 93% |
| Returns for 5 years | 76.79 | 68.24 | 113% |
| Returns for 10 years | N/A | 122.93 | - |
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