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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$14.48
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets2.19B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.32
Change+$0.68 (+0.17%)
VolumeN/A
Net Assets201.28B
SWMCX vs VMCPX Comparison Chart in %
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SWMCX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. SWMCX (2.19B). VMCPX pays higher dividends than SWMCX: VMCPX (1.50) vs SWMCX (1.27). SWMCX was incepted earlier than VMCPX: SWMCX (8 years) vs VMCPX (15 years). SWMCX (0.04) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (13.00). SWMCX has a lower initial minimum investment than VMCPX: SWMCX (0) vs VMCPX (100000000). SWMCX annual gain was more profitable for investors over the last year : 684.34 vs. VMCPX (7.59). SWMCX return over 5 years is better than : 2600.39 vs. VMCPX (57.33).
| SWMCX | VMCPX | SWMCX / VMCPX | |
| Total Expense Ratio | 0.04 | 0.03 | 133% |
| Annual Report Gross Expense Ratio | 0.04 | 0.03 | 133% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 444.852 | 9.709 | 4,582% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.19B | 201B | 1% |
| Annual Yield % from dividends | 1.27 | 1.50 | 85% |
| Returns for 1 year | 684.34 | 7.59 | 9,021% |
| Returns for 3 years | 1775.70 | 49.71 | 3,572% |
| Returns for 5 years | 2600.39 | 57.33 | 4,536% |
| Returns for 10 years | N/A | 141.02 | - |
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