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SWSCX vs VSCPX
SWSCX vs VSCPX Comparison
Open Charts SWSCX vs VSCPX
Schwab Small-Cap Equity
Price$17.88
Change+$0.25 (+1.42%)
VolumeN/A
Net Assets557.99M
Vanguard Small Cap Index InstlPlus
Price$308.99
Change+$4.81 (+1.58%)
VolumeN/A
Net Assets139.54B
SWSCX vs VSCPX Comparison Chart
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SWSCX vs. VSCPX commentary
May 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 StrongBuy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. SWSCX (558M). VSCPX pays higher dividends than SWSCX: VSCPX (1.58) vs SWSCX (0.26). 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 : -0.07 vs. SWSCX (-14.47). VSCPX return over 5 years is better than : 65.30 vs. SWSCX (35.48).
| 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 | -9.264 | -8.394 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 140B | 0% |
| Annual Yield % from dividends | 0.26 | 1.58 | 17% |
| Returns for 1 year | -14.47 | -0.07 | 21,612% |
| Returns for 3 years | -0.79 | 20.38 | -4% |
| Returns for 5 years | 35.48 | 65.30 | 54% |
| Returns for 10 years | -19.06 | 88.40 | -22% |
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