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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
Schwab ® US Mid-Cap Index
Price$67.50
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets2.02B
Vanguard Mid Cap Index Institutional
Price$74.44
Change-$0.08 (-0.11%)
VolumeN/A
Net Assets185.28B
SWMCX vs VMCIX Comparison Chart
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SWMCX vs. VMCIX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VMCIX has more cash in the bank: 185B vs. SWMCX (2.02B). VMCIX pays higher dividends than SWMCX: VMCIX (1.53) vs SWMCX (1.39). SWMCX was incepted earlier than VMCIX: SWMCX (7 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). VMCIX annual gain was more profitable for investors over the last year : 11.84 vs. SWMCX (10.22). SWMCX (61.36) and VMCIX (59.81) have equivalent 5 years return.
| SWMCX | VMCIX | SWMCX / VMCIX | |
| Total Expense Ratio | 0.04 | 0.04 | 100% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 100% |
| Fund Existence | 7 years | 27 years | - |
| Gain YTD | 1.851 | 3.264 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 185B | 1% |
| Annual Yield % from dividends | 1.39 | 1.53 | 91% |
| Returns for 1 year | 10.22 | 11.84 | 86% |
| Returns for 3 years | 26.93 | 25.45 | 106% |
| Returns for 5 years | 61.36 | 59.81 | 103% |
| Returns for 10 years | N/A | 116.82 | - |
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