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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$67.59
Change-$1.50 (-2.17%)
VolumeN/A
Net Assets1.79B
Vanguard Mid Cap Index InstitutionalPlus
Price$364.96
Change-$7.05 (-1.90%)
VolumeN/A
Net Assets184.83B
SWMCX vs VMCPX Comparison Chart
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SWMCX vs. VMCPX commentary
Feb 23, 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: 185B vs. SWMCX (1.79B). 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 annual gain was more profitable for investors over the last year : 14.06 vs. SWMCX (12.95). SWMCX (49.73) and VMCPX (48.48) 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 | 1.731 | 2.485 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 185B | 1% |
| Annual Yield % from dividends | 1.37 | 1.51 | 91% |
| Returns for 1 year | 12.95 | 14.06 | 92% |
| Returns for 3 years | 23.37 | 19.70 | 119% |
| Returns for 5 years | 49.73 | 48.48 | 103% |
| Returns for 10 years | N/A | 114.38 | - |
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