SWMCX
Price
$72.12
Change
+$0.43 (+0.60%)
Updated
Jul 25 closing price
Net Assets
2.14B
VMCPX
Price
$390.87
Change
+$2.97 (+0.77%)
Updated
Jul 25 closing price
Net Assets
192.45B
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SWMCX vs VMCPX

Header iconSWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPXBanner chart's image
Schwab ® US Mid-Cap Index
Price$72.12
Change+$0.43 (+0.60%)
VolumeN/A
Net Assets2.14B
Vanguard Mid Cap Index InstitutionalPlus
Price$390.87
Change+$2.97 (+0.77%)
VolumeN/A
Net Assets192.45B
SWMCX vs VMCPX Comparison Chart in %
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SWMCX vs. VMCPX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
VMCPX has more cash in the bank: 192B vs. SWMCX (2.14B). VMCPX pays higher dividends than SWMCX: VMCPX (1.54) vs SWMCX (1.34). 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). VMCPX annual gain was more profitable for investors over the last year : 17.02 vs. SWMCX (14.45). SWMCX (72.48) and VMCPX (69.63) have equivalent 5 years return.
SWMCXVMCPXSWMCX / VMCPX
Total Expense Ratio0.040.03133%
Annual Report Gross Expense Ratio0.040.03133%
Fund Existence8 years15 years-
Gain YTD7.9028.99688%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.14B192B1%
Annual Yield % from dividends1.341.5487%
Returns for 1 year14.4517.0285%
Returns for 3 years43.5041.05106%
Returns for 5 years72.4869.63104%
Returns for 10 yearsN/A130.93-
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