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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
Schwab ® US Mid-Cap Index
Price$14.78
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.23B
Vanguard Mid Cap Index Institutional
Price$80.83
Change+$0.06 (+0.07%)
VolumeN/A
Net Assets201.28B
SWMCX vs VMCIX Comparison Chart in %
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SWMCX vs. VMCIX 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 VMCIX is a Hold.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 201B vs. SWMCX (2.23B). VMCIX pays higher dividends than SWMCX: VMCIX (1.49) vs SWMCX (1.27). 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 : 716.28 vs. VMCIX (12.10). SWMCX return over 5 years is better than : 2701.71 vs. VMCIX (63.35).
| 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 | 455.765 | 11.958 | 3,811% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 201B | 1% |
| Annual Yield % from dividends | 1.27 | 1.49 | 86% |
| Returns for 1 year | 716.28 | 12.10 | 5,921% |
| Returns for 3 years | 1844.62 | 54.65 | 3,376% |
| Returns for 5 years | 2701.71 | 63.35 | 4,265% |
| Returns for 10 years | N/A | 145.82 | - |
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