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SWMCX vs VIEIX
SWMCX vs VIEIX Comparison
Open Charts SWMCX vs VIEIX
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.
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).
| 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 | 8.549 | 5.697 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 113B | 2% |
| Annual Yield % from dividends | 1.34 | 1.15 | 116% |
| Returns for 1 year | 15.13 | 14.22 | 106% |
| Returns for 3 years | 44.36 | 46.98 | 94% |
| Returns for 5 years | 73.51 | 65.45 | 112% |
| Returns for 10 years | N/A | 129.71 | - |
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