Schwab U.S. Mid-Cap Index Fund (SWMCX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWMCX
SWMCX charges 0.04% annually. There are 5 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | SWMCX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | SWMCX vs VMCIX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | SWMCX vs VMCPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | SWMCX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | SWMCX vs VEMPX |
Best Risk-Adjusted Alternatives to SWMCX
SWMCX has a PortfoliosLab risk / return rank of 44. There are 51 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | SWMCX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | SWMCX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | SWMCX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | SWMCX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | SWMCX vs FZAMX |
Top Performing SWMCX Alternatives (YTD)
SWMCX is at 14.87% YTD. There are 72 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | SWMCX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | SWMCX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | SWMCX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | SWMCX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | SWMCX vs FZAMX |
Lowest Volatility Alternatives to SWMCX
SWMCX has 13.85% 1-year volatility. There are 22 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | SWMCX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | SWMCX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | SWMCX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | SWMCX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | SWMCX vs RSINX |
Lowest Drawdown Alternatives to SWMCX
SWMCX has a 1-year max drawdown of -8.15%. There are 20 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | SWMCX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | SWMCX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | SWMCX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | SWMCX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | SWMCX vs DNLDX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $248B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 65 | 11.35% | 145.69B | May 1997 | SWMCX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWMCX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 11.84% | 44.59B | Jun 1999 | SWMCX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.08% | 4.94B | Dec 2017 | SWMCX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.45% | 14.63B | May 1997 | SWMCX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 19 | 0.06% | 8.31B | — | SWMCX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 61 | 11.62% | 22.48B | Apr 1991 | SWMCX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 9.59% | 626.43M | Oct 2005 | SWMCX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 16.34% | 12.97B | Apr 2007 | SWMCX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 65 | 20.72% | 7.67B | May 1997 | SWMCX vs SWSSX |
Often Compared With SWMCX
Investors most often compare SWMCX with SCHM, VIMAX, SPMD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SWMCX with Any Fund or Stock
Compare SWMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWMCX with funds that move differently
Schwab U.S. Mid-Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWMCX.
Explore SWMCX Diversifiers