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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$70.94
Change+$0.44 (+0.62%)
VolumeN/A
Net Assets2.12B
Vanguard Mid Cap Index InstitutionalPlus
Price$383.04
Change+$2.26 (+0.59%)
VolumeN/A
Net Assets185.28B
SWMCX vs VMCPX Comparison Chart in %
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SWMCX vs. VMCPX commentary
Jul 06, 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 (2.12B). VMCPX pays higher dividends than SWMCX: VMCPX (1.54) vs SWMCX (1.34). 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). VMCPX annual gain was more profitable for investors over the last year : 17.65 vs. SWMCX (16.36). SWMCX (76.79) and VMCPX (73.80) 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 | 8 years | 15 years | - |
| Gain YTD | 6.773 | 7.631 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 185B | 1% |
| Annual Yield % from dividends | 1.34 | 1.54 | 87% |
| Returns for 1 year | 16.36 | 17.65 | 93% |
| Returns for 3 years | 46.31 | 43.14 | 107% |
| Returns for 5 years | 76.79 | 73.80 | 104% |
| Returns for 10 years | N/A | 127.62 | - |