Interact to see
Advertisement
Advertisement
SFSNX vs VSMAX
SFSNX vs VSMAX Comparison
Open Charts SFSNX vs VSMAX
Schwab Fundamental US Small Company Idx
Price$17.01
Change-$0.09 (-0.53%)
VolumeN/A
Net Assets1.71B
Vanguard Small Cap Index Admiral Shares
Price$111.97
Change-$0.44 (-0.39%)
VolumeN/A
Net Assets147.56B
SFSNX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SFSNX vs. VSMAX commentary
Jun 12, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SFSNX (1.71B). SFSNX pays higher dividends than VSMAX: SFSNX (1.83) vs VSMAX (1.48). SFSNX was incepted earlier than VSMAX: SFSNX (18 years) vs VSMAX (25 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 (13.00). 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 : 8.12 vs. SFSNX (6.02). VSMAX return over 5 years is better than : 66.91 vs. SFSNX (61.33).
| 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 | 25 years | - |
| Gain YTD | -3.608 | -2.296 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 148B | 1% |
| Annual Yield % from dividends | 1.83 | 1.48 | 124% |
| Returns for 1 year | 6.02 | 8.12 | 74% |
| Returns for 3 years | 15.53 | 27.21 | 57% |
| Returns for 5 years | 61.33 | 66.91 | 92% |
| Returns for 10 years | 36.12 | 97.96 | 37% |