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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$17.88
Change+$0.25 (+1.42%)
VolumeN/A
Net Assets557.99M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
SWSCX vs VSMAX Comparison Chart
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SWSCX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SWSCX (558M). VSMAX pays higher dividends than SWSCX: VSMAX (1.56) vs SWSCX (0.26). SWSCX was incepted earlier than VSMAX: SWSCX (22 years) vs VSMAX (25 years). SWSCX (1.08) is less costly to investors than VSMAX (0.05). SWSCX is a more actively managed with annual turnover of: 106.00 vs. VSMAX (13.00). SWSCX has a lower initial minimum investment than VSMAX: SWSCX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : -0.07 vs. SWSCX (-14.47). VSMAX return over 5 years is better than : 65.26 vs. SWSCX (35.48).
| SWSCX | VSMAX | SWSCX / VSMAX | |
| Total Expense Ratio | 1.08 | 0.05 | 2,160% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -9.264 | -8.397 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 558M | 140B | 0% |
| Annual Yield % from dividends | 0.26 | 1.56 | 17% |
| Returns for 1 year | -14.47 | -0.07 | 20,098% |
| Returns for 3 years | -0.79 | 20.37 | -4% |
| Returns for 5 years | 35.48 | 65.26 | 54% |
| Returns for 10 years | -19.06 | 88.31 | -22% |