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SWSCX vs VSCPX
SWSCX vs VSCPX Comparison
Open Charts SWSCX vs VSCPX
Schwab Small-Cap Equity
Price$18.98
Change-$0.34 (-1.76%)
VolumeN/A
Net Assets599.74M
Vanguard Small Cap Index InstlPlus
Price$328.68
Change-$5.29 (-1.58%)
VolumeN/A
Net Assets153.28B
SWSCX vs VSCPX Comparison Chart in %
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SWSCX vs. VSCPX commentary
Aug 03, 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: 153B vs. SWSCX (600M). VSCPX pays higher dividends than SWSCX: VSCPX (1.39) 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 : 6.32 vs. SWSCX (-12.06). VSCPX return over 5 years is better than : 61.05 vs. SWSCX (31.51).
| 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 | -0.566 | 0.653 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 153B | 0% |
| Annual Yield % from dividends | 0.24 | 1.39 | 17% |
| Returns for 1 year | -12.06 | 6.32 | -191% |
| Returns for 3 years | 2.31 | 26.19 | 9% |
| Returns for 5 years | 31.51 | 61.05 | 52% |
| Returns for 10 years | -10.97 | 109.03 | -10% |
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