VIMAX vs. SWMCX
Compare and contrast key facts about Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Schwab U.S. Mid-Cap Index Fund (SWMCX).
VIMAX is managed by Vanguard. It was launched on Nov 12, 2001. SWMCX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIMAX or SWMCX.
Correlation
The correlation between VIMAX and SWMCX is 0.91, 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
VIMAX vs. SWMCX - Performance Comparison
Key characteristics
VIMAX:
0.49
SWMCX:
0.28
VIMAX:
0.81
SWMCX:
0.52
VIMAX:
1.11
SWMCX:
1.07
VIMAX:
0.48
SWMCX:
0.24
VIMAX:
1.85
SWMCX:
0.88
VIMAX:
4.87%
SWMCX:
6.13%
VIMAX:
18.22%
SWMCX:
19.53%
VIMAX:
-58.88%
SWMCX:
-40.34%
VIMAX:
-9.92%
SWMCX:
-13.06%
Returns By Period
In the year-to-date period, VIMAX achieves a -3.32% return, which is significantly higher than SWMCX's -5.33% return.
VIMAX
-3.32%
-3.63%
-3.73%
7.72%
13.52%
8.65%
SWMCX
-5.33%
-4.41%
-6.39%
4.02%
12.97%
N/A
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VIMAX vs. SWMCX - Expense Ratio Comparison
VIMAX has a 0.05% expense ratio, which is higher than SWMCX's 0.04% expense ratio. However, 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
VIMAX vs. SWMCX — Risk-Adjusted Performance Rank
VIMAX
SWMCX
VIMAX vs. SWMCX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) and Schwab U.S. Mid-Cap Index Fund (SWMCX). 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
VIMAX vs. SWMCX - Dividend Comparison
VIMAX's dividend yield for the trailing twelve months is around 1.62%, more than SWMCX's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares | 1.62% | 1.48% | 1.51% | 1.59% | 1.11% | 1.44% | 1.47% | 1.82% | 1.35% | 1.45% | 1.47% | 1.29% |
SWMCX Schwab U.S. Mid-Cap Index Fund | 1.50% | 1.42% | 1.49% | 1.50% | 1.00% | 1.45% | 1.40% | 1.17% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VIMAX vs. SWMCX - Drawdown Comparison
The maximum VIMAX drawdown since its inception was -58.88%, which is greater than SWMCX's maximum drawdown of -40.34%. Use the drawdown chart below to compare losses from any high point for VIMAX and SWMCX. For additional features, visit the drawdowns tool.
Volatility
VIMAX vs. SWMCX - Volatility Comparison
The current volatility for Vanguard Mid-Cap Index Fund Admiral Shares (VIMAX) is 13.15%, while Schwab U.S. Mid-Cap Index Fund (SWMCX) has a volatility of 13.91%. This indicates that VIMAX experiences smaller price fluctuations and is considered to be less risky than SWMCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.