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SFSNX vs VSMAX
SFSNX vs VSMAX Comparison
Open Charts SFSNX vs VSMAX
Schwab Fundamental US Small Company Idx
Price$19.27
Change+$0.30 (+1.58%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
SFSNX vs VSMAX Comparison Chart
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SFSNX vs. VSMAX commentary
Nov 23, 2024
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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. SFSNX (1.87B). VSMAX pays higher dividends than SFSNX: VSMAX (1.42) vs SFSNX (1.33). SFSNX was incepted earlier than VSMAX: SFSNX (18 years) vs VSMAX (24 years). SFSNX is a more actively managed with annual turnover of: 22.00 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 : 34.52 vs. SFSNX (28.68). VSMAX return over 5 years is better than : 63.57 vs. SFSNX (41.63).
| SFSNX | VSMAX | SFSNX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 14.692 | 21.100 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 151B | 1% |
| Annual Yield % from dividends | 1.33 | 1.42 | 93% |
| Returns for 1 year | 28.68 | 34.52 | 83% |
| Returns for 3 years | -2.49 | 12.56 | -20% |
| Returns for 5 years | 41.63 | 63.57 | 65% |
| Returns for 10 years | 47.87 | 130.29 | 37% |