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SWMCX vs VIEIX
SWMCX vs VIEIX Comparison
Open Charts SWMCX vs VIEIX
Schwab ® US Mid-Cap Index
Price$67.36
Change-$0.87 (-1.28%)
VolumeN/A
Net Assets2.01B
Vanguard Extended Market Index Instl
Price$140.59
Change-$2.44 (-1.71%)
VolumeN/A
Net Assets107.69B
SWMCX vs VIEIX Comparison Chart
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SWMCX vs. VIEIX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 108B vs. SWMCX (2.01B). SWMCX pays higher dividends than VIEIX: SWMCX (1.39) vs VIEIX (1.22). SWMCX was incepted earlier than VIEIX: SWMCX (7 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 (10.37) and SWMCX (9.96) have marching annual gain over last year. SWMCX return over 5 years is better than : 71.47 vs. VIEIX (63.89).
| SWMCX | VIEIX | SWMCX / VIEIX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 7 years | 28 years | - |
| Gain YTD | 1.385 | -2.333 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 108B | 2% |
| Annual Yield % from dividends | 1.39 | 1.22 | 114% |
| Returns for 1 year | 9.96 | 10.37 | 96% |
| Returns for 3 years | 40.67 | 42.97 | 95% |
| Returns for 5 years | 71.47 | 63.89 | 112% |
| Returns for 10 years | N/A | 106.01 | - |
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