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SWSCX vs VSCIX
SWSCX vs VSCIX Comparison
Open Charts SWSCX vs VSCIX
Schwab Small-Cap Equity
Price$22.41
Change-$0.24 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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SWSCX vs VSCIX Comparison Chart
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SWSCX vs. VSCIX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. SWSCX (635M). VSCIX pays higher dividends than SWSCX: VSCIX (1.43) vs SWSCX (0.35). SWSCX was incepted earlier than VSCIX: SWSCX (21 years) vs VSCIX (27 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). SWSCX annual gain was more profitable for investors over the last year : 23.95 vs. VSCIX (20.75). VSCIX return over 5 years is better than : 51.85 vs. SWSCX (35.30).
| SWSCX | VSCIX | SWSCX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 27 years | - |
| Gain YTD | 10.778 | 9.733 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 149B | 0% |
| Annual Yield % from dividends | 0.35 | 1.43 | 24% |
| Returns for 1 year | 23.95 | 20.75 | 115% |
| Returns for 3 years | -2.60 | 5.71 | -45% |
| Returns for 5 years | 35.30 | 51.85 | 68% |
| Returns for 10 years | -9.32 | 114.15 | -8% |
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