SWMCX
Price
$72.12
Change
+$0.43 (+0.60%)
Updated
Jul 25 closing price
Net Assets
2.16B
VIEIX
Price
$152.05
Change
+$1.02 (+0.68%)
Updated
Jul 25 closing price
Net Assets
112.9B
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SWMCX vs VIEIX

Header iconSWMCX vs VIEIX Comparison
Open Charts SWMCX vs VIEIXBanner chart's image
Schwab ® US Mid-Cap Index
Price$72.12
Change+$0.43 (+0.60%)
VolumeN/A
Net Assets2.16B
Vanguard Extended Market Index Instl
Price$152.05
Change+$1.02 (+0.68%)
VolumeN/A
Net Assets112.9B
SWMCX vs VIEIX Comparison Chart in %
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SWMCX vs. VIEIX commentary
Jul 27, 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 Buy and VIEIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 113B vs. SWMCX (2.16B). SWMCX pays higher dividends than VIEIX: SWMCX (1.34) vs VIEIX (1.15). SWMCX was incepted earlier than VIEIX: SWMCX (8 years) vs VIEIX (28 years). VIEIX (0.05) is less costly to investors than SWMCX (0.04). SWMCX is a more actively managed with annual turnover of: 13.00 vs. VIEIX (11.00). SWMCX has a lower initial minimum investment than VIEIX: SWMCX (0) vs VIEIX (5000000). SWMCX annual gain was more profitable for investors over the last year : 15.13 vs. VIEIX (14.22). SWMCX return over 5 years is better than : 73.51 vs. VIEIX (65.45).
SWMCXVIEIXSWMCX / VIEIX
Total Expense Ratio0.040.0580%
Annual Report Gross Expense Ratio0.040.0580%
Fund Existence8 years28 years-
Gain YTD8.5495.697150%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.16B113B2%
Annual Yield % from dividends1.341.15116%
Returns for 1 year15.1314.22106%
Returns for 3 years44.3646.9894%
Returns for 5 years73.5165.45112%
Returns for 10 yearsN/A129.71-
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