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SWMCX vs VMCIX
SWMCX vs VMCIX Comparison
Open Charts SWMCX vs VMCIX
Schwab ® US Mid-Cap Index
Price$14.16
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets2.16B
Vanguard Mid Cap Index Institutional
Price$77.36
Change+$0.03 (+0.04%)
VolumeN/A
Net Assets198.55B
SWMCX vs VMCIX Comparison Chart in %
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SWMCX vs. VMCIX commentary
Nov 20, 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: 199B vs. SWMCX (2.16B). VMCIX pays higher dividends than SWMCX: VMCIX (1.50) vs SWMCX (1.28). SWMCX was incepted earlier than VMCIX: SWMCX (8 years) vs VMCIX (28 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 : 651.00 vs. VMCIX (3.40). SWMCX return over 5 years is better than : 2387.57 vs. VMCIX (45.77).
| 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 | 28 years | - |
| Gain YTD | 432.059 | 7.190 | 6,009% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.16B | 199B | 1% |
| Annual Yield % from dividends | 1.28 | 1.50 | 86% |
| Returns for 1 year | 651.00 | 3.40 | 19,160% |
| Returns for 3 years | 1604.53 | 35.51 | 4,519% |
| Returns for 5 years | 2387.57 | 45.77 | 5,216% |
| Returns for 10 years | N/A | 134.09 | - |
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