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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
Schwab ® US Mid-Cap Index
Price$70.94
Change+$0.44 (+0.62%)
VolumeN/A
Net Assets2.12B
Vanguard Mid Cap Index Institutional
Price$77.67
Change+$0.46 (+0.60%)
VolumeN/A
Net Assets185.28B
SWMCX vs VMCIX Comparison Chart in %
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SWMCX vs. VMCIX commentary
Jul 08, 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 VMCIX is a Buy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. SWMCX (2.12B). VMCIX pays higher dividends than SWMCX: VMCIX (1.53) vs SWMCX (1.34). 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). VMCIX annual gain was more profitable for investors over the last year : 17.65 vs. SWMCX (16.36). SWMCX (76.79) and VMCIX (73.80) have equivalent 5 years return.
| 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 | 6.773 | 7.629 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 185B | 1% |
| Annual Yield % from dividends | 1.34 | 1.53 | 88% |
| Returns for 1 year | 16.36 | 17.65 | 93% |
| Returns for 3 years | 46.31 | 43.12 | 107% |
| Returns for 5 years | 76.79 | 73.80 | 104% |
| Returns for 10 years | N/A | 127.60 | - |
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