SWMCX
Price
$70.94
Change
+$0.44 (+0.62%)
Updated
Jul 3 closing price
Net Assets
2.12B
VIEIX
Price
$149.82
Change
+$1.38 (+0.93%)
Updated
Jul 3 closing price
Net Assets
107.69B
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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$70.94
Change+$0.44 (+0.62%)
VolumeN/A
Net Assets2.12B
Vanguard Extended Market Index Instl
Price$149.82
Change+$1.38 (+0.93%)
VolumeN/A
Net Assets107.69B
SWMCX vs VIEIX Comparison Chart in %
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SWMCX vs. VIEIX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. SWMCX (2.12B). 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). VIEIX annual gain was more profitable for investors over the last year : 17.49 vs. SWMCX (16.36). SWMCX return over 5 years is better than : 76.79 vs. VIEIX (68.49).
SWMCXVIEIXSWMCX / VIEIX
Total Expense Ratio0.040.0580%
Annual Report Gross Expense Ratio0.040.0580%
Fund Existence8 years28 years-
Gain YTD6.7734.147163%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.12B108B2%
Annual Yield % from dividends1.341.15116%
Returns for 1 year16.3617.4994%
Returns for 3 years46.3149.7693%
Returns for 5 years76.7968.49112%
Returns for 10 yearsN/A123.58-
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