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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
Schwab ® US Mid-Cap Index
Price$14.48
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets2.19B
Vanguard Mid Cap Index Institutional
Price$79.14
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets201.28B
SWMCX vs VMCIX Comparison Chart in %
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SWMCX vs. VMCIX commentary
Oct 18, 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: 201B vs. SWMCX (2.19B). VMCIX pays higher dividends than SWMCX: VMCIX (1.49) vs SWMCX (1.27). 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 : 684.34 vs. VMCIX (7.58). SWMCX return over 5 years is better than : 2600.39 vs. VMCIX (57.31).
| 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 | 444.852 | 9.699 | 4,587% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 201B | 1% |
| Annual Yield % from dividends | 1.27 | 1.49 | 86% |
| Returns for 1 year | 684.34 | 7.58 | 9,023% |
| Returns for 3 years | 1775.70 | 49.70 | 3,573% |
| Returns for 5 years | 2600.39 | 57.31 | 4,537% |
| Returns for 10 years | N/A | 140.93 | - |
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