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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
Schwab ® US Mid-Cap Index
Price$14.26
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets2.14B
Vanguard Mid Cap Index Institutional
Price$78.16
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets196.76B
SWMCX vs VMCIX Comparison Chart in %
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SWMCX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 197B vs. SWMCX (2.14B). VMCIX pays higher dividends than SWMCX: VMCIX (1.50) vs SWMCX (1.32). SWMCX was incepted earlier than VMCIX: SWMCX (8 years) vs VMCIX (27 years). SWMCX (0.04) and VMCIX (0.04) have similar cost to investors . VMCIX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (13.00). SWMCX has a lower initial minimum investment than VMCIX: SWMCX (0) vs VMCIX (5000000). SWMCX annual gain was more profitable for investors over the last year : 18.80 vs. VMCIX (14.33). SWMCX return over 5 years is better than : 95.80 vs. VMCIX (62.28).
| SWMCX | VMCIX | SWMCX / VMCIX | |
| Total Expense Ratio | 0.04 | 0.04 | 100% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 100% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 7.315 | 8.308 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 197B | 1% |
| Annual Yield % from dividends | 1.32 | 1.50 | 88% |
| Returns for 1 year | 18.80 | 14.33 | 131% |
| Returns for 3 years | 46.55 | 26.45 | 176% |
| Returns for 5 years | 95.80 | 62.28 | 154% |
| Returns for 10 years | N/A | 125.29 | - |
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