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SWMCX vs VEMPX
SWMCX vs VEMPX Comparison
Open Charts SWMCX vs VEMPX
Schwab ® US Mid-Cap Index
Price$14.48
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets2.19B
Vanguard Extended Market Index InstlPlus
Price$390.64
Change-$0.89 (-0.23%)
VolumeN/A
Net Assets83.66B
SWMCX vs VEMPX Comparison Chart in %
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SWMCX vs. VEMPX commentary
Oct 18, 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 Hold and VEMPX is a Hold.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 83.7B vs. SWMCX (2.19B). SWMCX pays higher dividends than VEMPX: SWMCX (1.27) vs VEMPX (1.11). 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 : 684.34 vs. VEMPX (11.65). SWMCX return over 5 years is better than : 2600.39 vs. VEMPX (52.07).
| 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 | 444.852 | 10.107 | 4,401% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 83.7B | 3% |
| Annual Yield % from dividends | 1.27 | 1.11 | 115% |
| Returns for 1 year | 684.34 | 11.65 | 5,873% |
| Returns for 3 years | 1775.70 | 58.66 | 3,027% |
| Returns for 5 years | 2600.39 | 52.07 | 4,994% |
| Returns for 10 years | N/A | 152.38 | - |
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