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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$14.41
Change-$0.26 (-1.77%)
VolumeN/A
Net Assets2.2B
Vanguard Mid Cap Index InstitutionalPlus
Price$387.57
Change-$6.59 (-1.67%)
VolumeN/A
Net Assets198.55B
SWMCX vs VMCPX Comparison Chart in %
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SWMCX vs. VMCPX commentary
Nov 14, 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 (2.2B). VMCPX pays higher dividends than SWMCX: VMCPX (1.51) 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 : 668.54 vs. VMCPX (5.69). SWMCX return over 5 years is better than : 2515.13 vs. VMCPX (52.35).
| 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 | 452.002 | 10.788 | 4,190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 199B | 1% |
| Annual Yield % from dividends | 1.28 | 1.51 | 85% |
| Returns for 1 year | 668.54 | 5.69 | 11,757% |
| Returns for 3 years | 1640.34 | 37.89 | 4,329% |
| Returns for 5 years | 2515.13 | 52.35 | 4,804% |
| Returns for 10 years | N/A | 149.27 | - |
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