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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$14.66
Change-$0.11 (-0.74%)
VolumeN/A
Net Assets2.37B
Vanguard Mid Cap Index Investor
Price$81.03
Change+$1.02 (+1.27%)
VolumeN/A
Net Assets198.74B
SWMCX vs VIMSX Comparison Chart in %
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SWMCX vs. VIMSX 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 199B vs. SWMCX (2.37B). VIMSX (1.37) and SWMCX (1.36) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (8 years) vs VIMSX (28 years). VIMSX (0.17) is less costly to investors than SWMCX (0.04). VIMSX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (13.00). SWMCX has a lower initial minimum investment than VIMSX: SWMCX (0) vs VIMSX (3000). SWMCX annual gain was more profitable for investors over the last year : 9.18 vs. VIMSX (8.08). SWMCX return over 5 years is better than : 71.32 vs. VIMSX (41.07).
| SWMCX | VIMSX | SWMCX / VIMSX | |
| Total Expense Ratio | 0.04 | 0.17 | 24% |
| Annual Report Gross Expense Ratio | 0.04 | 0.17 | 24% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 3.683 | 2.537 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 199B | 1% |
| Annual Yield % from dividends | 1.36 | 1.37 | 99% |
| Returns for 1 year | 9.18 | 8.08 | 114% |
| Returns for 3 years | 56.09 | 34.31 | 163% |
| Returns for 5 years | 71.32 | 41.07 | 174% |
| Returns for 10 years | N/A | 180.88 | - |
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