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SWMCX vs VIMSX
SWMCX vs VIMSX Comparison
Open Charts SWMCX vs VIMSX
Schwab ® US Mid-Cap Index
Price$14.30
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.14B
Vanguard Mid Cap Index Investor
Price$78.25
Change+$0.17 (+0.22%)
VolumeN/A
Net Assets196.76B
SWMCX vs VIMSX Comparison Chart in %
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SWMCX vs. VIMSX commentary
Aug 20, 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 Buy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 197B vs. SWMCX (2.14B). VIMSX (1.37) and SWMCX (1.32) 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). SWMCX annual gain was more profitable for investors over the last year : 63.88 vs. VIMSX (13.40). SWMCX return over 5 years is better than : 462.83 vs. VIMSX (63.56).
| 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 | 7.315 | 8.638 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 197B | 1% |
| Annual Yield % from dividends | 1.32 | 1.37 | 96% |
| Returns for 1 year | 63.88 | 13.40 | 477% |
| Returns for 3 years | 229.52 | 29.94 | 767% |
| Returns for 5 years | 462.83 | 63.56 | 728% |
| Returns for 10 years | N/A | 139.29 | - |
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