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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$70.94
Change+$0.44 (+0.62%)
VolumeN/A
Net Assets2.12B
Vanguard Mid Cap Index Admiral
Price$351.59
Change+$2.07 (+0.59%)
VolumeN/A
Net Assets185.28B
SWMCX vs VIMAX Comparison Chart in %
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SWMCX vs. VIMAX 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 VIMAX is a Buy.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 185B vs. SWMCX (2.12B). VIMAX pays higher dividends than SWMCX: VIMAX (1.52) vs SWMCX (1.34). 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). VIMAX annual gain was more profitable for investors over the last year : 17.65 vs. SWMCX (16.36). SWMCX (76.79) and VIMAX (73.78) have equivalent 5 years return.
| 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 | 6.773 | 7.630 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 185B | 1% |
| Annual Yield % from dividends | 1.34 | 1.52 | 88% |
| Returns for 1 year | 16.36 | 17.65 | 93% |
| Returns for 3 years | 46.31 | 43.13 | 107% |
| Returns for 5 years | 76.79 | 73.78 | 104% |
| Returns for 10 years | N/A | 127.55 | - |
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