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SFSNX vs VSMAX
SFSNX vs VSMAX Comparison
Open Charts SFSNX vs VSMAX
Schwab Fundamental US Small Company Idx
Price$15.07
Change-$0.15 (-0.99%)
VolumeN/A
Net Assets1.54B
Vanguard Small Cap Index Admiral Shares
Price$98.42
Change-$1.16 (-1.16%)
VolumeN/A
Net Assets143.36B
SFSNX vs VSMAX Comparison Chart
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SFSNX vs. VSMAX commentary
Apr 18, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. SFSNX (1.54B). SFSNX pays higher dividends than VSMAX: SFSNX (1.85) vs VSMAX (1.52). SFSNX was incepted earlier than VSMAX: SFSNX (18 years) vs VSMAX (24 years). SFSNX (0.25) is less costly to investors than VSMAX (0.05). SFSNX is a more actively managed with annual turnover of: 40.00 vs. VSMAX (12.00). SFSNX has a lower initial minimum investment than VSMAX: SFSNX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -2.01 vs. SFSNX (-3.15). VSMAX return over 5 years is better than : 68.86 vs. SFSNX (64.79).
| SFSNX | VSMAX | SFSNX / VSMAX | |
| Total Expense Ratio | 0.25 | 0.05 | 500% |
| Annual Report Gross Expense Ratio | 0.25 | 0.05 | 500% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | -14.205 | -13.447 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 143B | 1% |
| Annual Yield % from dividends | 1.85 | 1.52 | 122% |
| Returns for 1 year | -3.15 | -2.01 | 157% |
| Returns for 3 years | -5.06 | 1.20 | -422% |
| Returns for 5 years | 64.79 | 68.86 | 94% |
| Returns for 10 years | 21.69 | 77.14 | 28% |
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