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SWSCX vs VSCIX
SWSCX vs VSCIX Comparison
Open Charts SWSCX vs VSCIX
Schwab Small-Cap Equity
Price$18.95
Change-$0.61 (-3.12%)
VolumeN/A
Net Assets595.65M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
SWSCX vs VSCIX Comparison Chart
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SWSCX vs. VSCIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. SWSCX (596M). VSCIX pays higher dividends than SWSCX: VSCIX (1.43) vs SWSCX (0.35). SWSCX was incepted earlier than VSCIX: SWSCX (22 years) vs VSCIX (28 years). SWSCX is a more actively managed with annual turnover of: 43.00 vs. VSCIX (12.00). 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 : 11.25 vs. SWSCX (-4.89). VSCIX return over 5 years is better than : 44.48 vs. SWSCX (10.16).
| SWSCX | VSCIX | SWSCX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -2.470 | -0.304 | 813% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 596M | 161B | 0% |
| Annual Yield % from dividends | 0.35 | 1.43 | 24% |
| Returns for 1 year | -4.89 | 11.25 | -43% |
| Returns for 3 years | -2.77 | 18.86 | -15% |
| Returns for 5 years | 10.16 | 44.48 | 23% |
| Returns for 10 years | -12.60 | 105.81 | -12% |
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