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SWMCX vs VIEIX
SWMCX vs VIEIX Comparison
Open Charts SWMCX vs VIEIX
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.
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).
| 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 | 6.773 | 4.147 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 108B | 2% |
| Annual Yield % from dividends | 1.34 | 1.15 | 116% |
| Returns for 1 year | 16.36 | 17.49 | 94% |
| Returns for 3 years | 46.31 | 49.76 | 93% |
| Returns for 5 years | 76.79 | 68.49 | 112% |
| Returns for 10 years | N/A | 123.58 | - |
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