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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$65.39
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.92B
Vanguard Mid Cap Index InstitutionalPlus
Price$354.34
Change+$0.19 (+0.05%)
VolumeN/A
Net Assets175.12B
SWMCX vs VMCPX Comparison Chart
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SWMCX vs. VMCPX commentary
May 10, 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 Buy and VMCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 175B vs. SWMCX (1.92B). VMCPX pays higher dividends than SWMCX: VMCPX (1.62) vs SWMCX (1.47). 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). VMCPX is a more actively managed with annual turnover of: 16.00 vs. SWMCX (13.00). 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 : 7.25 vs. SWMCX (5.62). SWMCX (76.08) and VMCPX (73.34) 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 | -1.580 | -0.487 | 324% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 175B | 1% |
| Annual Yield % from dividends | 1.47 | 1.62 | 90% |
| Returns for 1 year | 5.62 | 7.25 | 77% |
| Returns for 3 years | 29.63 | 27.39 | 108% |
| Returns for 5 years | 76.08 | 73.34 | 104% |
| Returns for 10 years | N/A | 107.41 | - |
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