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SFSNX vs VRTIX
SFSNX vs VRTIX Comparison
Open Charts SFSNX vs VRTIX
Schwab Fundamental US Small Company Idx
Price$18.68
Change-$0.23 (-1.22%)
VolumeN/A
Net Assets1.78B
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
SFSNX vs VRTIX Comparison Chart in %
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SFSNX vs. VRTIX commentary
Oct 08, 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. SFSNX (1.78B). SFSNX pays higher dividends than VRTIX: SFSNX (1.62) vs VRTIX (1.20). SFSNX was incepted earlier than VRTIX: SFSNX (19 years) vs VRTIX (15 years). SFSNX (0.25) is less costly to investors than VRTIX (0.07). SFSNX is a more actively managed with annual turnover of: 40.00 vs. VRTIX (12.00). SFSNX has a lower initial minimum investment than VRTIX: SFSNX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. SFSNX (8.44). SFSNX (57.20) and VRTIX (55.34) have equivalent 5 years return.
| SFSNX | VRTIX | SFSNX / VRTIX | |
| Total Expense Ratio | 0.25 | 0.07 | 357% |
| Annual Report Gross Expense Ratio | 0.25 | 0.07 | 357% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 6.595 | 11.874 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 13.6B | 13% |
| Annual Yield % from dividends | 1.62 | 1.20 | 134% |
| Returns for 1 year | 8.44 | 13.81 | 61% |
| Returns for 3 years | 40.24 | 47.99 | 84% |
| Returns for 5 years | 57.20 | 55.34 | 103% |
| Returns for 10 years | 60.14 | 123.07 | 49% |
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