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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$14.91
Change+$0.25 (+1.71%)
VolumeN/A
Net Assets2.38B
Vanguard Mid Cap Index InstitutionalPlus
Price$400.45
Change+$5.12 (+1.30%)
VolumeN/A
Net Assets198.74B
SWMCX vs VMCPX Comparison Chart in %
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SWMCX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SWMCX (2.38B). VMCPX pays higher dividends than SWMCX: VMCPX (1.50) vs SWMCX (1.36). 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 : 9.89 vs. VMCPX (8.25). SWMCX return over 5 years is better than : 68.94 vs. VMCPX (38.89).
| 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 | 3.614 | 2.283 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 199B | 1% |
| Annual Yield % from dividends | 1.36 | 1.50 | 90% |
| Returns for 1 year | 9.89 | 8.25 | 120% |
| Returns for 3 years | 55.99 | 34.05 | 164% |
| Returns for 5 years | 68.94 | 38.89 | 177% |
| Returns for 10 years | N/A | 180.63 | - |
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