Ad is loading...
Ad is loading...
SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$72.58
Change+$0.81 (+1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$380.34
Change+$3.69 (+0.98%)
VolumeN/A
CapitalizationN/A
SWMCX vs VMCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VMCPX commentary
Nov 23, 2024
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 VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B 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). SWMCX annual gain was more profitable for investors over the last year : 32.72 vs. VMCPX (31.11). SWMCX (65.14) and VMCPX (64.71) 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 | 21.520 | 21.443 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.75B | 175B | 1% |
| Annual Yield % from dividends | 1.37 | 1.51 | 91% |
| Returns for 1 year | 32.72 | 31.11 | 105% |
| Returns for 3 years | 13.96 | 11.24 | 124% |
| Returns for 5 years | 65.14 | 64.71 | 101% |
| Returns for 10 years | N/A | 133.38 | - |