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SWMCX vs VIMAX
SWMCX vs VIMAX Comparison
Open Charts SWMCX vs VIMAX
Schwab ® US Mid-Cap Index
Price$14.91
Change+$0.25 (+1.71%)
VolumeN/A
Net Assets2.38B
Vanguard Mid Cap Index Admiral
Price$367.56
Change+$4.69 (+1.29%)
VolumeN/A
Net Assets198.74B
SWMCX vs VIMAX Comparison Chart in %
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SWMCX vs. VIMAX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 199B vs. SWMCX (2.38B). VIMAX pays higher dividends than SWMCX: VIMAX (1.48) vs SWMCX (1.36). 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 : 9.89 vs. VIMAX (8.09). SWMCX return over 5 years is better than : 68.94 vs. VIMAX (41.15).
| 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 | 3.614 | 2.541 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 199B | 1% |
| Annual Yield % from dividends | 1.36 | 1.48 | 92% |
| Returns for 1 year | 9.89 | 8.09 | 122% |
| Returns for 3 years | 55.99 | 34.38 | 163% |
| Returns for 5 years | 68.94 | 41.15 | 168% |
| Returns for 10 years | N/A | 181.27 | - |
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