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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
Schwab ® US Mid-Cap Index
Price$14.61
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets2.18B
Vanguard Mid Cap Index Institutional
Price$80.02
Change+$0.88 (+1.11%)
VolumeN/A
Net Assets199.16B
SWMCX vs VMCIX Comparison Chart in %
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SWMCX vs. VMCIX commentary
Sep 28, 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 Hold and VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 199B vs. SWMCX (2.18B). VMCIX pays higher dividends than SWMCX: VMCIX (1.47) vs SWMCX (1.28). SWMCX was incepted earlier than VMCIX: SWMCX (8 years) vs VMCIX (27 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 : 709.95 vs. VMCIX (11.61). SWMCX return over 5 years is better than : 2846.98 vs. VMCIX (70.96).
| 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 | 27 years | - |
| Gain YTD | 449.744 | 10.886 | 4,132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 199B | 1% |
| Annual Yield % from dividends | 1.28 | 1.47 | 87% |
| Returns for 1 year | 709.95 | 11.61 | 6,114% |
| Returns for 3 years | 1867.90 | 55.86 | 3,344% |
| Returns for 5 years | 2846.98 | 70.96 | 4,012% |
| Returns for 10 years | N/A | 161.14 | - |
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