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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$69.69
Change+$0.15 (+0.22%)
VolumeN/A
Net Assets1.75B
Vanguard Mid Cap Index InstitutionalPlus
Price$374.32
Change+$1.08 (+0.29%)
VolumeN/A
Net Assets176.87B
SWMCX vs VMCPX Comparison Chart
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SWMCX vs. VMCPX commentary
Jan 24, 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: 177B vs. SWMCX (1.75B). VMCPX pays higher dividends than SWMCX: VMCPX (1.51) vs SWMCX (1.37). SWMCX was incepted earlier than VMCPX: SWMCX (7 years) vs VMCPX (14 years). VMCPX is a more actively managed with annual turnover of: 13.00 vs. SWMCX (8.00). SWMCX has a lower initial minimum investment than VMCPX: SWMCX (0) vs VMCPX (100000000). VMCPX (21.51) and SWMCX (21.13) have marching annual gain over last year. SWMCX (55.84) and VMCPX (53.95) have equivalent 5 years return.
| SWMCX | VMCPX | SWMCX / VMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | 4.666 | 5.114 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 177B | 1% |
| Annual Yield % from dividends | 1.37 | 1.51 | 91% |
| Returns for 1 year | 21.13 | 21.51 | 98% |
| Returns for 3 years | 24.52 | 20.37 | 120% |
| Returns for 5 years | 55.84 | 53.95 | 103% |
| Returns for 10 years | N/A | 128.06 | - |