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SWMCX vs VIEIX
SWMCX vs VIEIX Comparison
Open Charts SWMCX vs VIEIX
Schwab ® US Mid-Cap Index
Price$14.30
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.14B
Vanguard Extended Market Index Instl
Price$151.24
Change-$1.26 (-0.83%)
VolumeN/A
Net Assets78.9B
SWMCX vs VIEIX Comparison Chart in %
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SWMCX vs. VIEIX commentary
Aug 20, 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 VIEIX is a Hold.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 78.9B vs. SWMCX (2.14B). SWMCX pays higher dividends than VIEIX: SWMCX (1.32) vs VIEIX (1.12). 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 : 63.88 vs. VIEIX (13.45). SWMCX return over 5 years is better than : 462.83 vs. VIEIX (54.69).
| SWMCX | VIEIX | SWMCX / VIEIX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 7.315 | 5.134 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 78.9B | 3% |
| Annual Yield % from dividends | 1.32 | 1.12 | 117% |
| Returns for 1 year | 63.88 | 13.45 | 475% |
| Returns for 3 years | 229.52 | 34.37 | 668% |
| Returns for 5 years | 462.83 | 54.69 | 846% |
| Returns for 10 years | N/A | 140.08 | - |
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