Interact to see
Advertisement
Advertisement
SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$67.36
Change-$0.87 (-1.28%)
VolumeN/A
Net Assets2.01B
Vanguard Mid Cap Index Investor
Price$74.01
Change-$0.86 (-1.15%)
VolumeN/A
Net Assets185.28B
SWMCX vs VIMSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VIMSX commentary
Jun 16, 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: 185B vs. SWMCX (2.01B). VIMSX (1.40) and SWMCX (1.39) have matching dividends . SWMCX was incepted earlier than VIMSX: SWMCX (7 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 : 11.58 vs. SWMCX (9.96). SWMCX (71.47) and VIMSX (69.57) 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 | 7 years | 27 years | - |
| Gain YTD | 1.385 | 2.751 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 185B | 1% |
| Annual Yield % from dividends | 1.39 | 1.40 | 99% |
| Returns for 1 year | 9.96 | 11.58 | 86% |
| Returns for 3 years | 40.67 | 39.11 | 104% |
| Returns for 5 years | 71.47 | 69.57 | 103% |
| Returns for 10 years | N/A | 114.00 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement