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SWSCX vs VSCPX
SWSCX vs VSCPX Comparison
Open Charts SWSCX vs VSCPX
Schwab Small-Cap Equity
Price$21.30
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets643.58M
Vanguard Small Cap Index InstlPlus
Price$353.27
Change-$0.44 (-0.12%)
VolumeN/A
Net Assets161.26B
SWSCX vs VSCPX Comparison Chart in %
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SWSCX vs. VSCPX commentary
Sep 17, 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: 161B vs. SWSCX (644M). VSCPX pays higher dividends than SWSCX: VSCPX (1.33) vs SWSCX (0.22). 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 : 10.51 vs. SWSCX (-2.42). VSCPX return over 5 years is better than : 66.45 vs. SWSCX (41.83).
| 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 | 9.985 | 6.603 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 161B | 0% |
| Annual Yield % from dividends | 0.22 | 1.33 | 17% |
| Returns for 1 year | -2.42 | 10.51 | -23% |
| Returns for 3 years | 20.46 | 39.14 | 52% |
| Returns for 5 years | 41.83 | 66.45 | 63% |
| Returns for 10 years | 3.33 | 133.34 | 2% |
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