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DFSTX vs SWSCX
DFSTX vs SWSCX Comparison
Open Charts DFSTX vs SWSCX
Schwab Small-Cap Equity
Price$21.38
Change+$0.19 (+0.90%)
VolumeN/A
Net Assets635.53M
DFSTX vs SWSCX Comparison Chart in %
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DFSTX vs. SWSCX commentary
Oct 09, 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 DFSTX is a Buy and SWSCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. SWSCX (636M). DFSTX pays higher dividends than SWSCX: DFSTX (1.07) vs SWSCX (0.22). DFSTX was incepted earlier than SWSCX: DFSTX (34 years) vs SWSCX (22 years). SWSCX (1.08) is less costly to investors than DFSTX (0.28). SWSCX is a more actively managed with annual turnover of: 106.00 vs. DFSTX (6.00). DFSTX (0) and SWSCX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 9.03 vs. SWSCX (-3.59). DFSTX return over 5 years is better than : 65.75 vs. SWSCX (31.37).
| DFSTX | SWSCX | DFSTX / SWSCX | |
| Total Expense Ratio | 0.27 | 1.08 | 25% |
| Annual Report Gross Expense Ratio | 0.28 | 1.08 | 26% |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 6.810 | 9.058 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17B | 636M | 2,673% |
| Annual Yield % from dividends | 1.07 | 0.22 | 487% |
| Returns for 1 year | 9.03 | -3.59 | -251% |
| Returns for 3 years | 41.64 | 23.10 | 180% |
| Returns for 5 years | 65.75 | 31.37 | 210% |
| Returns for 10 years | 76.54 | 1.72 | 4,438% |
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