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SWSCX vs VSCIX
SWSCX vs VSCIX Comparison
Open Charts SWSCX vs VSCIX
Schwab Small-Cap Equity
Price$17.88
Change+$0.25 (+1.42%)
VolumeN/A
Net Assets557.99M
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
SWSCX vs VSCIX Comparison Chart
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SWSCX vs. VSCIX commentary
May 09, 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 StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. SWSCX (558M). VSCIX pays higher dividends than SWSCX: VSCIX (1.57) vs SWSCX (0.26). 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 : -0.06 vs. SWSCX (-14.47). VSCIX return over 5 years is better than : 65.30 vs. SWSCX (35.48).
| 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 | -9.264 | -8.389 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 140B | 0% |
| Annual Yield % from dividends | 0.26 | 1.57 | 17% |
| Returns for 1 year | -14.47 | -0.06 | 24,013% |
| Returns for 3 years | -0.79 | 20.38 | -4% |
| Returns for 5 years | 35.48 | 65.30 | 54% |
| Returns for 10 years | -19.06 | 88.39 | -22% |
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