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SWSCX vs VSCIX
SWSCX vs VSCIX Comparison
Open Charts SWSCX vs VSCIX
Schwab Small-Cap Equity
Price$18.98
Change-$0.34 (-1.76%)
VolumeN/A
Net Assets599.74M
Vanguard Small Cap Index I
Price$113.87
Change-$1.84 (-1.59%)
VolumeN/A
Net Assets153.28B
SWSCX vs VSCIX Comparison Chart in %
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SWSCX vs. VSCIX commentary
Aug 03, 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 SWSCX is a Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SWSCX (600M). VSCIX pays higher dividends than SWSCX: VSCIX (1.38) vs SWSCX (0.24). SWSCX was incepted earlier than VSCIX: SWSCX (22 years) vs VSCIX (28 years). SWSCX (1.08) is less costly to investors than VSCIX (0.04). SWSCX is a more actively managed with annual turnover of: 106.00 vs. VSCIX (13.00). SWSCX has a lower initial minimum investment than VSCIX: SWSCX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 6.32 vs. SWSCX (-12.06). VSCIX return over 5 years is better than : 61.04 vs. SWSCX (31.51).
| SWSCX | VSCIX | SWSCX / VSCIX | |
| Total Expense Ratio | 1.08 | 0.04 | 2,700% |
| Annual Report Gross Expense Ratio | 1.08 | 0.04 | 2,700% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -0.566 | 0.657 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 153B | 0% |
| Annual Yield % from dividends | 0.24 | 1.38 | 17% |
| Returns for 1 year | -12.06 | 6.32 | -191% |
| Returns for 3 years | 2.31 | 26.17 | 9% |
| Returns for 5 years | 31.51 | 61.04 | 52% |
| Returns for 10 years | -10.97 | 109.00 | -10% |
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