Interact to see
Advertisement
Advertisement
SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$19.37
Change-$0.26 (-1.32%)
VolumeN/A
Net Assets602.74M
Vanguard Small Cap Index Admiral Shares
Price$116.13
Change-$1.19 (-1.01%)
VolumeN/A
Net Assets153.28B
SWSCX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWSCX vs. VSMAX commentary
Jul 13, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SWSCX (603M). VSMAX pays higher dividends than SWSCX: VSMAX (1.40) vs SWSCX (0.24). 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 : 8.77 vs. SWSCX (-10.12). VSMAX return over 5 years is better than : 69.05 vs. SWSCX (39.49).
| 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 | -0.309 | 1.012 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 153B | 0% |
| Annual Yield % from dividends | 0.24 | 1.40 | 17% |
| Returns for 1 year | -10.12 | 8.77 | -115% |
| Returns for 3 years | 10.99 | 37.66 | 29% |
| Returns for 5 years | 39.49 | 69.05 | 57% |
| Returns for 10 years | -13.54 | 104.94 | -13% |