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SWSCX vs VSCIX
SWSCX vs VSCIX Comparison
Open Charts SWSCX vs VSCIX
Schwab Small-Cap Equity
Price$19.37
Change-$0.26 (-1.32%)
VolumeN/A
Net Assets602.74M
Vanguard Small Cap Index I
Price$116.13
Change-$1.18 (-1.01%)
VolumeN/A
Net Assets153.28B
SWSCX vs VSCIX Comparison Chart in %
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SWSCX vs. VSCIX commentary
Jul 13, 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SWSCX (603M). VSCIX pays higher dividends than SWSCX: VSCIX (1.41) 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 : 8.78 vs. SWSCX (-10.12). VSCIX return over 5 years is better than : 69.07 vs. SWSCX (39.49).
| 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 | -0.309 | 1.022 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 153B | 0% |
| Annual Yield % from dividends | 0.24 | 1.41 | 17% |
| Returns for 1 year | -10.12 | 8.78 | -115% |
| Returns for 3 years | 10.99 | 37.69 | 29% |
| Returns for 5 years | 39.49 | 69.07 | 57% |
| Returns for 10 years | -13.54 | 104.99 | -13% |
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