Interact to see
Advertisement
Advertisement
SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$14.61
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets2.18B
Vanguard Mid Cap Index InstitutionalPlus
Price$394.64
Change+$4.35 (+1.11%)
VolumeN/A
Net Assets199.16B
SWMCX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VMCPX commentary
Sep 28, 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: 199B vs. SWMCX (2.18B). VMCPX pays higher dividends than SWMCX: VMCPX (1.48) vs SWMCX (1.28). 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 : 709.95 vs. VMCPX (11.61). SWMCX return over 5 years is better than : 2846.98 vs. VMCPX (70.96).
| 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 | 449.744 | 10.890 | 4,130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 199B | 1% |
| Annual Yield % from dividends | 1.28 | 1.48 | 87% |
| Returns for 1 year | 709.95 | 11.61 | 6,113% |
| Returns for 3 years | 1867.90 | 55.87 | 3,343% |
| Returns for 5 years | 2846.98 | 70.96 | 4,012% |
| Returns for 10 years | N/A | 161.17 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement