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SWSCX vs VSCIX
SWSCX vs VSCIX Comparison
Open Charts SWSCX vs VSCIX
Schwab Small-Cap Equity
Price$20.16
Change+$0.12 (+0.60%)
VolumeN/A
Net Assets636.19M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SWSCX vs VSCIX Comparison Chart
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SWSCX vs. VSCIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 155B vs. SWSCX (636M). 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 : 21.27 vs. SWSCX (5.68). VSCIX return over 5 years is better than : 49.01 vs. SWSCX (14.62).
| 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 | 3.757 | 3.378 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 155B | 0% |
| Annual Yield % from dividends | 0.35 | 1.43 | 24% |
| Returns for 1 year | 5.68 | 21.27 | 27% |
| Returns for 3 years | -1.24 | 17.25 | -7% |
| Returns for 5 years | 14.62 | 49.01 | 30% |
| Returns for 10 years | -1.11 | 127.16 | -1% |
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