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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$14.62
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets2.3B
Vanguard Mid Cap Index Investor
Price$80.41
Change+$0.23 (+0.29%)
VolumeN/A
Net Assets199.59B
SWMCX vs VIMSX Comparison Chart in %
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SWMCX vs. VIMSX commentary
Dec 26, 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 VIMSX is a Hold.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 200B vs. SWMCX (2.3B). VIMSX pays higher dividends than SWMCX: VIMSX (1.37) vs SWMCX (1.27). 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 : 440.20 vs. VIMSX (9.54). SWMCX return over 5 years is better than : 2264.99 vs. VIMSX (43.50).
| 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 | 450.120 | 11.667 | 3,858% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.3B | 200B | 1% |
| Annual Yield % from dividends | 1.27 | 1.37 | 93% |
| Returns for 1 year | 440.20 | 9.54 | 4,615% |
| Returns for 3 years | 1644.10 | 45.18 | 3,639% |
| Returns for 5 years | 2264.99 | 43.50 | 5,207% |
| Returns for 10 years | N/A | 147.72 | - |
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