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SWSCX vs VSCPX
SWSCX vs VSCPX Comparison
Open Charts SWSCX vs VSCPX
Schwab Small-Cap Equity
Price$21.38
Change+$0.19 (+0.90%)
VolumeN/A
Net Assets635.53M
Vanguard Small Cap Index InstlPlus
Price$356.80
Change+$3.24 (+0.92%)
VolumeN/A
Net Assets162.36B
SWSCX vs VSCPX Comparison Chart in %
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SWSCX vs. VSCPX commentary
Oct 09, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SWSCX (636M). VSCPX pays higher dividends than SWSCX: VSCPX (1.36) 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 : 9.16 vs. SWSCX (-3.59). VSCPX return over 5 years is better than : 56.74 vs. SWSCX (31.37).
| 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 | 9.058 | 6.632 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 162B | 0% |
| Annual Yield % from dividends | 0.22 | 1.36 | 16% |
| Returns for 1 year | -3.59 | 9.16 | -39% |
| Returns for 3 years | 23.10 | 47.20 | 49% |
| Returns for 5 years | 31.37 | 56.74 | 55% |
| Returns for 10 years | 1.72 | 132.19 | 1% |
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