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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
Schwab ® US Mid-Cap Index
Price$14.99
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.37B
Vanguard Mid Cap Index Institutional
Price$81.92
Change+$0.07 (+0.09%)
VolumeN/A
Net Assets198.74B
SWMCX vs VMCIX Comparison Chart in %
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SWMCX vs. VMCIX commentary
Jan 15, 2026
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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SWMCX (2.37B). VMCIX pays higher dividends than SWMCX: VMCIX (1.52) vs SWMCX (1.40). SWMCX was incepted earlier than VMCIX: SWMCX (8 years) vs VMCIX (28 years). SWMCX (0.04) and VMCIX (0.04) have similar cost to investors . VMCIX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (13.00). SWMCX has a lower initial minimum investment than VMCIX: SWMCX (0) vs VMCIX (5000000). SWMCX annual gain was more profitable for investors over the last year : 14.47 vs. VMCIX (13.53). SWMCX return over 5 years is better than : 70.62 vs. VMCIX (41.42).
| SWMCX | VMCIX | SWMCX / VMCIX | |
| Total Expense Ratio | 0.04 | 0.04 | 100% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 100% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | 4.170 | 3.200 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 199B | 1% |
| Annual Yield % from dividends | 1.40 | 1.52 | 92% |
| Returns for 1 year | 14.47 | 13.53 | 107% |
| Returns for 3 years | 63.09 | 40.40 | 156% |
| Returns for 5 years | 70.62 | 41.42 | 170% |
| Returns for 10 years | N/A | 181.80 | - |
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