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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$71.10
Change-$0.16 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$373.03
Change-$0.48 (-0.13%)
VolumeN/A
CapitalizationN/A
SWMCX vs VMCPX Comparison Chart
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SWMCX vs. VMCPX commentary
Nov 14, 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 (1.73B). 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 : 33.38 vs. VMCPX (30.18). SWMCX (63.61) and VMCPX (61.44) 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 | 20.657 | 19.109 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 175B | 1% |
| Annual Yield % from dividends | 1.37 | 1.51 | 91% |
| Returns for 1 year | 33.38 | 30.18 | 111% |
| Returns for 3 years | 11.04 | 7.46 | 148% |
| Returns for 5 years | 63.61 | 61.44 | 104% |
| Returns for 10 years | N/A | 133.08 | - |
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