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SFSNX vs SWSSX
SFSNX vs SWSSX Comparison
Open Charts SFSNX vs SWSSX
Schwab Fundamental US Small Company Idx
Price$17.28
Change-$0.28 (-1.59%)
VolumeN/A
Net Assets1.72B
SFSNX vs SWSSX Comparison Chart in %
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SFSNX vs. SWSSX commentary
Aug 02, 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 SFSNX is a Hold and SWSSX is a Buy.
FUNDAMENTALS
Fundamentals
SWSSX has more cash in the bank: 6.54B vs. SFSNX (1.72B). SFSNX (1.73) and SWSSX (1.66) have matching dividends . SFSNX was incepted earlier than SWSSX: SFSNX (18 years) vs SWSSX (28 years). SFSNX (0.25) is less costly to investors than SWSSX (0.04). SFSNX is a more actively managed with annual turnover of: 40.00 vs. SWSSX (15.00). SFSNX (0) and SWSSX (0) have matching initial minimum investment requirements. SWSSX annual gain was more profitable for investors over the last year : 2.61 vs. SFSNX (1.85). SFSNX return over 5 years is better than : 58.27 vs. SWSSX (43.87).
| SFSNX | SWSSX | SFSNX / SWSSX | |
| Total Expense Ratio | 0.25 | 0.04 | 625% |
| Annual Report Gross Expense Ratio | 0.25 | 0.04 | 625% |
| Fund Existence | 18 years | 28 years | - |
| Gain YTD | -1.015 | -0.028 | 3,624% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 6.54B | 26% |
| Annual Yield % from dividends | 1.73 | 1.66 | 104% |
| Returns for 1 year | 1.85 | 2.61 | 71% |
| Returns for 3 years | 16.35 | 21.81 | 75% |
| Returns for 5 years | 58.27 | 43.87 | 133% |
| Returns for 10 years | 44.87 | 40.68 | 110% |
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