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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$14.30
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.14B
Vanguard Mid Cap Index Admiral
Price$354.96
Change+$0.77 (+0.22%)
VolumeN/A
Net Assets196.76B
SWMCX vs VIMAX Comparison Chart in %
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SWMCX vs. VIMAX 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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 197B vs. SWMCX (2.14B). VIMAX pays higher dividends than SWMCX: VIMAX (1.49) vs SWMCX (1.32). SWMCX was incepted earlier than VIMAX: SWMCX (8 years) vs VIMAX (24 years). VIMAX (0.05) is less costly to investors than SWMCX (0.04). VIMAX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (13.00). SWMCX has a lower initial minimum investment than VIMAX: SWMCX (0) vs VIMAX (3000). SWMCX annual gain was more profitable for investors over the last year : 63.88 vs. VIMAX (13.41). SWMCX return over 5 years is better than : 462.83 vs. VIMAX (63.68).
| SWMCX | VIMAX | SWMCX / VIMAX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 7.315 | 8.662 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 197B | 1% |
| Annual Yield % from dividends | 1.32 | 1.49 | 88% |
| Returns for 1 year | 63.88 | 13.41 | 476% |
| Returns for 3 years | 229.52 | 29.99 | 765% |
| Returns for 5 years | 462.83 | 63.68 | 727% |
| Returns for 10 years | N/A | 139.43 | - |
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