SWMCX vs. VIMAX
Compare and contrast key facts about Schwab U.S. Mid-Cap Index Fund (SWMCX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX).
SWMCX is managed by Charles Schwab. It was launched on Dec 20, 2017. VIMAX is managed by Vanguard. It was launched on Nov 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SWMCX or VIMAX.
Correlation
The correlation between SWMCX and VIMAX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SWMCX vs. VIMAX - Performance Comparison
Key characteristics
SWMCX:
1.06
VIMAX:
1.36
SWMCX:
1.49
VIMAX:
1.90
SWMCX:
1.19
VIMAX:
1.24
SWMCX:
1.46
VIMAX:
1.66
SWMCX:
5.37
VIMAX:
7.55
SWMCX:
2.68%
VIMAX:
2.25%
SWMCX:
13.60%
VIMAX:
12.51%
SWMCX:
-40.34%
VIMAX:
-58.88%
SWMCX:
-8.48%
VIMAX:
-6.23%
Returns By Period
In the year-to-date period, SWMCX achieves a 13.61% return, which is significantly lower than VIMAX's 15.98% return.
SWMCX
13.61%
-7.55%
7.55%
13.98%
9.61%
N/A
VIMAX
15.98%
-5.37%
9.63%
16.53%
10.04%
9.50%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SWMCX vs. VIMAX - Expense Ratio Comparison
SWMCX has a 0.04% expense ratio, which is lower than VIMAX's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SWMCX vs. VIMAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Schwab U.S. Mid-Cap Index Fund (SWMCX) and Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
SWMCX vs. VIMAX - Dividend Comparison
SWMCX has not paid dividends to shareholders, while VIMAX's dividend yield for the trailing twelve months is around 1.06%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SWMCX Schwab U.S. Mid-Cap Index Fund | 0.00% | 1.49% | 1.50% | 1.00% | 1.45% | 1.40% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.06% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% | 1.17% |
Drawdowns
SWMCX vs. VIMAX - Drawdown Comparison
The maximum SWMCX drawdown since its inception was -40.34%, smaller than the maximum VIMAX drawdown of -58.88%. Use the drawdown chart below to compare losses from any high point for SWMCX and VIMAX. For additional features, visit the drawdowns tool.
Volatility
SWMCX vs. VIMAX - Volatility Comparison
Schwab U.S. Mid-Cap Index Fund (SWMCX) has a higher volatility of 5.38% compared to Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) at 4.44%. This indicates that SWMCX's price experiences larger fluctuations and is considered to be riskier than VIMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.