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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$67.36
Change-$0.87 (-1.28%)
VolumeN/A
Net Assets2.01B
Vanguard Mid Cap Index InstitutionalPlus
Price$365.78
Change-$4.27 (-1.15%)
VolumeN/A
Net Assets185.28B
SWMCX vs VMCPX Comparison Chart
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SWMCX vs. VMCPX commentary
Jun 16, 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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 185B vs. SWMCX (2.01B). VMCPX pays higher dividends than SWMCX: VMCPX (1.54) vs SWMCX (1.39). SWMCX was incepted earlier than VMCPX: SWMCX (7 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). VMCPX annual gain was more profitable for investors over the last year : 11.60 vs. SWMCX (9.96). SWMCX (71.47) and VMCPX (69.72) have equivalent 5 years return.
| SWMCX | VMCPX | SWMCX / VMCPX | |
| Total Expense Ratio | 0.04 | 0.03 | 133% |
| Annual Report Gross Expense Ratio | 0.04 | 0.03 | 133% |
| Fund Existence | 7 years | 15 years | - |
| Gain YTD | 1.385 | 2.781 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 185B | 1% |
| Annual Yield % from dividends | 1.39 | 1.54 | 90% |
| Returns for 1 year | 9.96 | 11.60 | 86% |
| Returns for 3 years | 40.67 | 39.16 | 104% |
| Returns for 5 years | 71.47 | 69.72 | 103% |
| Returns for 10 years | N/A | 114.26 | - |
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