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SWMCX vs VEXMX
SWMCX vs VEXMX Comparison
Open Charts SWMCX vs VEXMX
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.
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).
| 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 | 8.549 | 5.673 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 113B | 2% |
| Annual Yield % from dividends | 1.34 | 1.01 | 132% |
| Returns for 1 year | 15.13 | 14.19 | 107% |
| Returns for 3 years | 44.36 | 46.85 | 95% |
| Returns for 5 years | 73.51 | 65.21 | 113% |
| Returns for 10 years | N/A | 129.02 | - |
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