Interact to see
Advertisement
Advertisement
SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$14.78
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets2.23B
Vanguard Mid Cap Index InstitutionalPlus
Price$398.63
Change+$0.29 (+0.07%)
VolumeN/A
Net Assets201.28B
SWMCX vs VMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWMCX vs. VMCPX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 201B vs. SWMCX (2.23B). VMCPX pays higher dividends than SWMCX: VMCPX (1.50) vs SWMCX (1.27). SWMCX was incepted earlier than VMCPX: SWMCX (8 years) vs VMCPX (15 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). SWMCX annual gain was more profitable for investors over the last year : 716.28 vs. VMCPX (12.10). SWMCX return over 5 years is better than : 2701.71 vs. VMCPX (63.37).
| SWMCX | VMCPX | SWMCX / VMCPX | |
| Total Expense Ratio | 0.04 | 0.03 | 133% |
| Annual Report Gross Expense Ratio | 0.04 | 0.03 | 133% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 455.765 | 11.963 | 3,810% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 201B | 1% |
| Annual Yield % from dividends | 1.27 | 1.50 | 85% |
| Returns for 1 year | 716.28 | 12.10 | 5,922% |
| Returns for 3 years | 1844.62 | 54.64 | 3,376% |
| Returns for 5 years | 2701.71 | 63.37 | 4,263% |
| Returns for 10 years | N/A | 145.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement