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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$14.99
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets2.37B
Vanguard Mid Cap Index InstitutionalPlus
Price$404.02
Change+$0.35 (+0.09%)
VolumeN/A
Net Assets198.74B
SWMCX vs VMCPX Comparison Chart in %
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SWMCX vs. VMCPX commentary
Jan 15, 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 Hold and VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 199B vs. SWMCX (2.37B). VMCPX pays higher dividends than SWMCX: VMCPX (1.53) vs SWMCX (1.40). 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 : 14.47 vs. VMCPX (13.54). SWMCX return over 5 years is better than : 70.62 vs. VMCPX (41.44).
| 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 | 4.170 | 3.195 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 199B | 1% |
| Annual Yield % from dividends | 1.40 | 1.53 | 91% |
| Returns for 1 year | 14.47 | 13.54 | 107% |
| Returns for 3 years | 63.09 | 40.41 | 156% |
| Returns for 5 years | 70.62 | 41.44 | 170% |
| Returns for 10 years | N/A | 181.86 | - |
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