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SWMCX vs VEMPX
SWMCX vs VEMPX Comparison
Open Charts SWMCX vs VEMPX
Schwab ® US Mid-Cap Index
Price$14.26
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets2.14B
Vanguard Extended Market Index InstlPlus
Price$375.07
Change-$1.09 (-0.29%)
VolumeN/A
Net Assets78.9B
SWMCX vs VEMPX Comparison Chart in %
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SWMCX vs. VEMPX commentary
Aug 17, 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 VEMPX is a Buy.
FUNDAMENTALS
Fundamentals
VEMPX has more cash in the bank: 78.9B vs. SWMCX (2.14B). SWMCX pays higher dividends than VEMPX: SWMCX (1.32) vs VEMPX (1.13). 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 : 18.80 vs. VEMPX (15.55). SWMCX return over 5 years is better than : 95.80 vs. VEMPX (56.23).
| 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 | 7.315 | 5.649 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 78.9B | 3% |
| Annual Yield % from dividends | 1.32 | 1.13 | 116% |
| Returns for 1 year | 18.80 | 15.55 | 121% |
| Returns for 3 years | 46.55 | 30.33 | 153% |
| Returns for 5 years | 95.80 | 56.23 | 170% |
| Returns for 10 years | N/A | 128.35 | - |
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