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SWMCX vs VEMPX
SWMCX vs VEMPX Comparison
Open Charts SWMCX vs VEMPX
Schwab ® US Mid-Cap Index
Price$14.58
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.16B
Vanguard Extended Market Index InstlPlus
Price$388.92
Change+$2.07 (+0.54%)
VolumeN/A
Net Assets81.53B
SWMCX vs VEMPX Comparison Chart in %
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SWMCX vs. VEMPX commentary
Sep 08, 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: 81.5B vs. SWMCX (2.16B). SWMCX pays higher dividends than VEMPX: SWMCX (1.28) vs VEMPX (1.09). 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 : 742.84 vs. VEMPX (20.38). SWMCX return over 5 years is better than : 2770.90 vs. VEMPX (62.63).
| 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 | 448.615 | 9.550 | 4,697% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 81.5B | 3% |
| Annual Yield % from dividends | 1.28 | 1.09 | 118% |
| Returns for 1 year | 742.84 | 20.38 | 3,646% |
| Returns for 3 years | 1710.55 | 52.00 | 3,289% |
| Returns for 5 years | 2770.90 | 62.63 | 4,424% |
| Returns for 10 years | N/A | 149.06 | - |
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