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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$14.58
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.16B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.45
Change-$0.55 (-0.14%)
VolumeN/A
Net Assets199.16B
SWMCX vs VMCPX Comparison Chart in %
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SWMCX vs. VMCPX commentary
Sep 07, 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: 199B vs. SWMCX (2.16B). 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 : 741.10 vs. VMCPX (15.20). SWMCX return over 5 years is better than : 2765.00 vs. VMCPX (65.28).
| 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 | 447.486 | 9.867 | 4,535% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 199B | 1% |
| Annual Yield % from dividends | 1.28 | 1.48 | 87% |
| Returns for 1 year | 741.10 | 15.20 | 4,875% |
| Returns for 3 years | 1706.82 | 41.28 | 4,135% |
| Returns for 5 years | 2765.00 | 65.28 | 4,235% |
| Returns for 10 years | N/A | 141.51 | - |
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