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SWMCX vs VEMPX
SWMCX vs VEMPX Comparison
Open Charts SWMCX vs VEMPX
Schwab ® US Mid-Cap Index
Price$14.91
Change+$0.25 (+1.71%)
VolumeN/A
Net Assets2.38B
Vanguard Extended Market Index InstlPlus
Price$402.52
Change+$6.57 (+1.66%)
VolumeN/A
Net Assets82.12B
SWMCX vs VEMPX Comparison Chart in %
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SWMCX vs. VEMPX commentary
Feb 04, 2026
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 VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 82.1B vs. SWMCX (2.38B). SWMCX pays higher dividends than VEMPX: SWMCX (1.36) vs VEMPX (1.12). SWMCX was incepted earlier than VEMPX: SWMCX (8 years) vs VEMPX (15 years). SWMCX (0.04) and VEMPX (0.04) have similar cost to investors . SWMCX is a more actively managed with annual turnover of: 13.00 vs. VEMPX (11.00). SWMCX has a lower initial minimum investment than VEMPX: SWMCX (0) vs VEMPX (100000000). SWMCX annual gain was more profitable for investors over the last year : 9.89 vs. VEMPX (9.31). SWMCX return over 5 years is better than : 68.94 vs. VEMPX (21.43).
| SWMCX | VEMPX | SWMCX / VEMPX | |
| Total Expense Ratio | 0.04 | 0.04 | 100% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 100% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 3.614 | 2.838 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 82.1B | 3% |
| Annual Yield % from dividends | 1.36 | 1.12 | 121% |
| Returns for 1 year | 9.89 | 9.31 | 106% |
| Returns for 3 years | 55.99 | 43.71 | 128% |
| Returns for 5 years | 68.94 | 21.43 | 322% |
| Returns for 10 years | N/A | 204.44 | - |
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