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SWSCX vs VSCPX
SWSCX vs VSCPX Comparison
Open Charts SWSCX vs VSCPX
Schwab Small-Cap Equity
Price$19.37
Change-$0.26 (-1.32%)
VolumeN/A
Net Assets602.74M
Vanguard Small Cap Index InstlPlus
Price$335.19
Change-$3.41 (-1.01%)
VolumeN/A
Net Assets153.28B
SWSCX vs VSCPX Comparison Chart in %
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SWSCX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. SWSCX (603M). VSCPX pays higher dividends than SWSCX: VSCPX (1.42) vs SWSCX (0.24). SWSCX was incepted earlier than VSCPX: SWSCX (22 years) vs VSCPX (15 years). SWSCX (1.08) is less costly to investors than VSCPX (0.03). SWSCX is a more actively managed with annual turnover of: 106.00 vs. VSCPX (13.00). SWSCX has a lower initial minimum investment than VSCPX: SWSCX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 8.78 vs. SWSCX (-10.12). VSCPX return over 5 years is better than : 69.09 vs. SWSCX (39.49).
| SWSCX | VSCPX | SWSCX / VSCPX | |
| Total Expense Ratio | 1.08 | 0.03 | 3,600% |
| Annual Report Gross Expense Ratio | 1.08 | 0.03 | 3,600% |
| Fund Existence | 22 years | 15 years | - |
| Gain YTD | -0.309 | 1.021 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 153B | 0% |
| Annual Yield % from dividends | 0.24 | 1.42 | 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 | 69.09 | 57% |
| Returns for 10 years | -13.54 | 105.01 | -13% |
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