Interact to see
Advertisement
Advertisement
SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
Schwab ® US Mid-Cap Index
Price$14.91
Change+$0.25 (+1.71%)
VolumeN/A
Net Assets2.38B
Vanguard Mid Cap Index Institutional
Price$81.20
Change+$1.04 (+1.30%)
VolumeN/A
Net Assets198.74B
SWMCX vs VMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VMCIX commentary
Feb 04, 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 Buy and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SWMCX (2.38B). VMCIX pays higher dividends than SWMCX: VMCIX (1.49) vs SWMCX (1.36). 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 : 9.89 vs. VMCIX (8.25). SWMCX return over 5 years is better than : 68.94 vs. VMCIX (38.88).
| 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 | 3.614 | 2.293 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 199B | 1% |
| Annual Yield % from dividends | 1.36 | 1.49 | 91% |
| Returns for 1 year | 9.89 | 8.25 | 120% |
| Returns for 3 years | 55.99 | 34.06 | 164% |
| Returns for 5 years | 68.94 | 38.88 | 177% |
| Returns for 10 years | N/A | 180.65 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement