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SWMCX vs VEMPX
SWMCX vs VEMPX Comparison
Open Charts SWMCX vs VEMPX
Schwab ® US Mid-Cap Index
Price$14.41
Change-$0.26 (-1.77%)
VolumeN/A
Net Assets2.2B
Vanguard Extended Market Index InstlPlus
Price$382.67
Change-$10.39 (-2.64%)
VolumeN/A
Net Assets83.92B
SWMCX vs VEMPX Comparison Chart in %
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SWMCX vs. VEMPX commentary
Nov 14, 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: 83.9B vs. SWMCX (2.2B). SWMCX pays higher dividends than VEMPX: SWMCX (1.28) vs VEMPX (1.10). 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 : 668.54 vs. VEMPX (5.74). SWMCX return over 5 years is better than : 2515.13 vs. VEMPX (47.84).
| 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 | 452.002 | 10.789 | 4,189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 83.9B | 3% |
| Annual Yield % from dividends | 1.28 | 1.10 | 117% |
| Returns for 1 year | 668.54 | 5.74 | 11,650% |
| Returns for 3 years | 1640.34 | 48.63 | 3,373% |
| Returns for 5 years | 2515.13 | 47.84 | 5,258% |
| Returns for 10 years | N/A | 157.91 | - |
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