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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$67.09
Change+$1.01 (+1.53%)
VolumeN/A
CapitalizationN/A
Vanguard Mid Cap Index InstitutionalPlus
Price$361.59
Change+$5.66 (+1.59%)
VolumeN/A
CapitalizationN/A
SWMCX vs VMCPX Comparison Chart
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SWMCX vs. VMCPX commentary
Dec 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 StrongBuy and VMCPX is a Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 190B vs. SWMCX (1.66B). 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 (16.47) and SWMCX (15.94) have marching annual gain over last year. SWMCX (53.01) and VMCPX (51.71) 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 | 15.117 | 15.456 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.66B | 190B | 1% |
| Annual Yield % from dividends | 1.37 | 1.51 | 91% |
| Returns for 1 year | 15.94 | 16.47 | 97% |
| Returns for 3 years | 13.03 | 8.12 | 161% |
| Returns for 5 years | 53.01 | 51.71 | 103% |
| Returns for 10 years | N/A | 119.46 | - |
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