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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$14.26
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets2.14B
Vanguard Mid Cap Index InstitutionalPlus
Price$385.48
Change-$0.94 (-0.24%)
VolumeN/A
Net Assets196.76B
SWMCX vs VMCPX Comparison Chart in %
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SWMCX vs. VMCPX 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 VMCPX is a Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 197B vs. SWMCX (2.14B). VMCPX pays higher dividends than SWMCX: VMCPX (1.51) vs SWMCX (1.32). SWMCX was incepted earlier than VMCPX: SWMCX (8 years) vs VMCPX (15 years). SWMCX (0.04) is less costly to investors than VMCPX (0.03). VMCPX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (13.00). SWMCX has a lower initial minimum investment than VMCPX: SWMCX (0) vs VMCPX (100000000). SWMCX annual gain was more profitable for investors over the last year : 18.80 vs. VMCPX (14.33). SWMCX return over 5 years is better than : 95.80 vs. VMCPX (62.30).
| SWMCX | VMCPX | SWMCX / VMCPX | |
| Total Expense Ratio | 0.04 | 0.03 | 133% |
| Annual Report Gross Expense Ratio | 0.04 | 0.03 | 133% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 7.315 | 8.316 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 197B | 1% |
| Annual Yield % from dividends | 1.32 | 1.51 | 87% |
| Returns for 1 year | 18.80 | 14.33 | 131% |
| Returns for 3 years | 46.55 | 26.46 | 176% |
| Returns for 5 years | 95.80 | 62.30 | 154% |
| Returns for 10 years | N/A | 125.31 | - |
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