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SWSCX vs VSCIX
SWSCX vs VSCIX Comparison
Open Charts SWSCX vs VSCIX
Schwab Small-Cap Equity
Price$16.48
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets519.63M
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
SWSCX vs VSCIX Comparison Chart
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SWSCX vs. VSCIX commentary
Apr 18, 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: 143B vs. SWSCX (520M). VSCIX pays higher dividends than SWSCX: VSCIX (1.53) vs SWSCX (0.26). SWSCX was incepted earlier than VSCIX: SWSCX (22 years) vs VSCIX (28 years). SWSCX (1.09) is less costly to investors than VSCIX (0.04). SWSCX is a more actively managed with annual turnover of: 106.00 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 : -2.39 vs. SWSCX (-15.17). VSCIX return over 5 years is better than : 66.91 vs. SWSCX (35.83).
| SWSCX | VSCIX | SWSCX / VSCIX | |
| Total Expense Ratio | 1.09 | 0.04 | 2,725% |
| Annual Report Gross Expense Ratio | 1.09 | 0.04 | 2,725% |
| Fund Existence | 22 years | 28 years | - |
| Gain YTD | -14.925 | -14.447 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 143B | 0% |
| Annual Yield % from dividends | 0.26 | 1.53 | 17% |
| Returns for 1 year | -15.17 | -2.39 | 635% |
| Returns for 3 years | -16.50 | 0.57 | -2,872% |
| Returns for 5 years | 35.83 | 66.91 | 54% |
| Returns for 10 years | -24.66 | 73.72 | -33% |
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