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SWMCX vs VSEMX
SWMCX vs VSEMX Comparison
Open Charts SWMCX vs VSEMX
Schwab ® US Mid-Cap Index
Price$67.36
Change-$0.87 (-1.28%)
VolumeN/A
Net Assets2.01B
Vanguard Extended Market Index Instl Sel
Price$225.99
Change-$3.91 (-1.70%)
VolumeN/A
Net Assets107.69B
SWMCX vs VSEMX Comparison Chart
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SWMCX vs. VSEMX 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 VSEMX is a Buy.
FUNDAMENTALS
Fundamentals
VSEMX has more cash in the bank: 108B vs. SWMCX (2.01B). SWMCX pays higher dividends than VSEMX: SWMCX (1.39) vs VSEMX (1.24). SWMCX was incepted earlier than VSEMX: SWMCX (7 years) vs VSEMX (9 years). SWMCX (0.04) is less costly to investors than VSEMX (0.02). SWMCX is a more actively managed with annual turnover of: 13.00 vs. VSEMX (11.00). SWMCX has a lower initial minimum investment than VSEMX: SWMCX (0) vs VSEMX (3000000000). VSEMX (10.38) and SWMCX (9.96) have marching annual gain over last year. SWMCX return over 5 years is better than : 71.47 vs. VSEMX (63.97).
| SWMCX | VSEMX | SWMCX / VSEMX | |
| Total Expense Ratio | 0.04 | 0.02 | 200% |
| Annual Report Gross Expense Ratio | 0.04 | 0.02 | 200% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | 1.385 | -2.325 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 108B | 2% |
| Annual Yield % from dividends | 1.39 | 1.24 | 112% |
| Returns for 1 year | 9.96 | 10.38 | 96% |
| Returns for 3 years | 40.67 | 43.02 | 95% |
| Returns for 5 years | 71.47 | 63.97 | 112% |
| Returns for 10 years | N/A | N/A | - |
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