SWMCX Fund Comparisons

SWMCX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include IWR, FSMDX, IMCB. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
SWMCX
Name
Schwab U.S. Mid-Cap Index Fund
Type
Mutual Fund
Originator
Schwab
Asset class
equity
Net expense ratio
0.04%
AUM
$2.6B

Comparable Funds

FundQuant reviewed 2,109 active searchable funds, 501 ETFs, 1,602 mutual funds and returned 3 comparable funds for SWMCX.

  1. IWR - iShares Russell Mid-Cap ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 97)
  2. FSMDX - Fidelity Mid Cap Index Fund (Mutual Fund; Fidelity; equity; Closest Fit; fit score 95)
  3. IMCB - iShares Morningstar Mid-Cap ETF (1940 Act ETF; BlackRock / iShares; equity; Closest Fit; fit score 94)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/SWMCX/comps