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SFSNX vs VSMAX
SFSNX vs VSMAX Comparison
Open Charts SFSNX vs VSMAX
Schwab Fundamental US Small Company Idx
Price$17.75
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.74B
Vanguard Small Cap Index Admiral Shares
Price$115.93
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets155.27B
SFSNX vs VSMAX Comparison Chart
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SFSNX vs. VSMAX commentary
Jan 10, 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 Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SFSNX (1.74B). 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 : 16.35 vs. SFSNX (12.66). VSMAX return over 5 years is better than : 48.48 vs. SFSNX (33.88).
| 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 | 0.056 | 0.669 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 155B | 1% |
| Annual Yield % from dividends | 1.33 | 1.42 | 93% |
| Returns for 1 year | 12.66 | 16.35 | 77% |
| Returns for 3 years | 5.19 | 10.72 | 48% |
| Returns for 5 years | 33.88 | 48.48 | 70% |
| Returns for 10 years | 49.97 | 118.25 | 42% |
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