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SWMCX vs VMCPX
SWMCX vs VMCPX Comparison
Open Charts SWMCX vs VMCPX
Schwab ® US Mid-Cap Index
Price$67.50
Change-$0.17 (-0.25%)
VolumeN/A
Net Assets2.02B
Vanguard Mid Cap Index InstitutionalPlus
Price$367.15
Change-$0.39 (-0.11%)
VolumeN/A
Net Assets185.28B
SWMCX vs VMCPX Comparison Chart
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SWMCX vs. VMCPX commentary
Jun 06, 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: 185B vs. SWMCX (2.02B). VMCPX pays higher dividends than SWMCX: VMCPX (1.54) vs SWMCX (1.39). 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 : 11.84 vs. SWMCX (10.22). SWMCX (61.36) and VMCPX (59.84) 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 | 1.851 | 3.275 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 185B | 1% |
| Annual Yield % from dividends | 1.39 | 1.54 | 90% |
| Returns for 1 year | 10.22 | 11.84 | 86% |
| Returns for 3 years | 26.93 | 25.46 | 106% |
| Returns for 5 years | 61.36 | 59.84 | 103% |
| Returns for 10 years | N/A | 116.89 | - |
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