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SFSNX vs VSMAX
SFSNX vs VSMAX Comparison
Open Charts SFSNX vs VSMAX
Schwab Fundamental US Small Company Idx
Price$17.85
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.76B
Vanguard Small Cap Index Admiral Shares
Price$116.55
Change+$0.42 (+0.36%)
VolumeN/A
Net Assets153.28B
SFSNX vs VSMAX Comparison Chart in %
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SFSNX vs. VSMAX commentary
Jul 16, 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: 153B vs. SFSNX (1.76B). SFSNX pays higher dividends than VSMAX: SFSNX (1.76) vs VSMAX (1.40). 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 : 7.63 vs. SFSNX (5.65). VSMAX (64.21) and SFSNX (62.80) have equivalent 5 years return.
| 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 | 0.507 | 1.012 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 153B | 1% |
| Annual Yield % from dividends | 1.76 | 1.40 | 126% |
| Returns for 1 year | 5.65 | 7.63 | 74% |
| Returns for 3 years | 27.83 | 36.78 | 76% |
| Returns for 5 years | 62.80 | 64.21 | 98% |
| Returns for 10 years | 44.90 | 106.23 | 42% |
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