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SWSCX vs VSCPX
SWSCX vs VSCPX Comparison
Open Charts SWSCX vs VSCPX
Schwab Small-Cap Equity
Price$18.70
Change+$0.29 (+1.58%)
VolumeN/A
Net Assets578.74M
Vanguard Small Cap Index InstlPlus
Price$322.22
Change+$3.63 (+1.14%)
VolumeN/A
Net Assets147.56B
SWSCX vs VSCPX Comparison Chart
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SWSCX vs. VSCPX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SWSCX (579M). VSCPX pays higher dividends than SWSCX: VSCPX (1.50) vs SWSCX (0.25). SWSCX was incepted earlier than VSCPX: SWSCX (22 years) vs VSCPX (14 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 : 5.16 vs. SWSCX (-11.12). VSCPX return over 5 years is better than : 52.42 vs. SWSCX (25.40).
| 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 | 14 years | - |
| Gain YTD | -5.250 | -4.054 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 148B | 0% |
| Annual Yield % from dividends | 0.25 | 1.50 | 17% |
| Returns for 1 year | -11.12 | 5.16 | -215% |
| Returns for 3 years | -6.21 | 16.73 | -37% |
| Returns for 5 years | 25.40 | 52.42 | 48% |
| Returns for 10 years | -16.05 | 96.69 | -17% |
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