Schwab U.S. Mid-Cap Index Fund (SWMCX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SWMCX
SWMCX charges 0.04% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among SWMCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | SWMCX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | SWMCX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | SWMCX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | SWMCX vs VEMPX | |
| State Street Small/Mid Cap Equity Index Fund | 0.05% | Aug 12, 2015 | SWMCX vs SSMKX |
Best Risk-Adjusted Alternatives to SWMCX
Among mutual funds in the Mid Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | SWMCX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | SWMCX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | SWMCX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | SWMCX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | SWMCX vs BIGTX |
Top Performing SWMCX Alternatives (YTD)
SWMCX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | SWMCX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | SWMCX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | SWMCX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | SWMCX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | 3.61% | Dec 26, 2018 | SWMCX vs FTSIX |
Lowest Volatility Alternatives to SWMCX
SWMCX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | SWMCX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | SWMCX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | SWMCX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | SWMCX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | SWMCX vs GABVX |
Lowest Drawdown Alternatives to SWMCX
SWMCX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | SWMCX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | SWMCX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | SWMCX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | SWMCX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | SWMCX vs KMVAX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | SWMCX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWMCX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWMCX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWMCX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWMCX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWMCX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWMCX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWMCX vs SWLSX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 50 | -2.49% | May 19, 1997 | SWMCX vs SWSSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWMCX vs SFLNX |
Often Compared With SWMCX
What investors most often compare with SWMCX, 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.