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SWMCX vs VEMPX
SWMCX vs VEMPX Comparison
Open Charts SWMCX vs VEMPX
Schwab ® US Mid-Cap Index
Price$14.78
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.23B
Vanguard Extended Market Index InstlPlus
Price$398.44
Change+$1.50 (+0.38%)
VolumeN/A
Net Assets83.66B
SWMCX vs VEMPX Comparison Chart in %
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SWMCX vs. VEMPX commentary
Oct 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 VEMPX is a Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 83.7B vs. SWMCX (2.23B). SWMCX pays higher dividends than VEMPX: SWMCX (1.27) vs VEMPX (1.11). SWMCX was incepted earlier than VEMPX: SWMCX (8 years) vs VEMPX (15 years). SWMCX (0.04) and VEMPX (0.04) have similar cost to investors . SWMCX is a more actively managed with annual turnover of: 13.00 vs. VEMPX (11.00). SWMCX has a lower initial minimum investment than VEMPX: SWMCX (0) vs VEMPX (100000000). SWMCX annual gain was more profitable for investors over the last year : 716.28 vs. VEMPX (16.99). SWMCX return over 5 years is better than : 2701.71 vs. VEMPX (57.32).
| SWMCX | VEMPX | SWMCX / VEMPX | |
| Total Expense Ratio | 0.04 | 0.04 | 100% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 100% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 455.765 | 11.883 | 3,835% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 83.7B | 3% |
| Annual Yield % from dividends | 1.27 | 1.11 | 115% |
| Returns for 1 year | 716.28 | 16.99 | 4,215% |
| Returns for 3 years | 1844.62 | 64.28 | 2,870% |
| Returns for 5 years | 2701.71 | 57.32 | 4,713% |
| Returns for 10 years | N/A | 155.75 | - |
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