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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$72.12
Change+$0.43 (+0.60%)
VolumeN/A
Net Assets2.16B
Vanguard Mid Cap Index Investor
Price$79.10
Change+$0.60 (+0.76%)
VolumeN/A
Net Assets192.45B
SWMCX vs VIMSX Comparison Chart in %
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SWMCX vs. VIMSX commentary
Jul 27, 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 VIMSX is a Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 192B vs. SWMCX (2.16B). VIMSX (1.40) and SWMCX (1.34) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (8 years) vs VIMSX (27 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). VIMSX annual gain was more profitable for investors over the last year : 17.91 vs. SWMCX (15.13). SWMCX (73.51) and VIMSX (70.78) have equivalent 5 years return.
| 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 | 27 years | - |
| Gain YTD | 8.549 | 9.818 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 192B | 1% |
| Annual Yield % from dividends | 1.34 | 1.40 | 96% |
| Returns for 1 year | 15.13 | 17.91 | 85% |
| Returns for 3 years | 44.36 | 42.07 | 105% |
| Returns for 5 years | 73.51 | 70.78 | 104% |
| Returns for 10 years | N/A | 132.48 | - |
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