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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$61.66
Change-$3.57 (-5.47%)
VolumeN/A
Net Assets1.79B
Vanguard Mid Cap Index InstitutionalPlus
Price$336.21
Change-$17.46 (-4.94%)
VolumeN/A
Net Assets181.84B
SWMCX vs VMCPX Comparison Chart
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SWMCX vs. VMCPX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 182B vs. SWMCX (1.79B). VMCPX pays higher dividends than SWMCX: VMCPX (1.61) vs SWMCX (1.45). SWMCX was incepted earlier than VMCPX: SWMCX (7 years) vs VMCPX (14 years). SWMCX (0.04) is less costly to investors than VMCPX (0.03). SWMCX (13.00) and VMCPX (13.00) have comparable annual turnover. 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 : 6.65 vs. SWMCX (4.56). SWMCX (116.78) and VMCPX (113.27) have equivalent 5 years return.
| SWMCX | VMCPX | SWMCX / VMCPX | |
| Total Expense Ratio | 0.04 | 0.03 | 133% |
| Annual Report Gross Expense Ratio | 0.04 | 0.03 | 133% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -1.821 | -0.622 | 293% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 182B | 1% |
| Annual Yield % from dividends | 1.45 | 1.61 | 90% |
| Returns for 1 year | 4.56 | 6.65 | 69% |
| Returns for 3 years | 12.42 | 9.79 | 127% |
| Returns for 5 years | 116.78 | 113.27 | 103% |
| Returns for 10 years | N/A | 106.31 | - |
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