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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$21.30
Change-$0.07 (-0.33%)
VolumeN/A
Net Assets643.58M
Vanguard Small Cap Index Admiral Shares
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
SWSCX vs VSMAX Comparison Chart in %
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SWSCX vs. VSMAX commentary
Sep 17, 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: 161B vs. SWSCX (644M). VSMAX pays higher dividends than SWSCX: VSMAX (1.31) vs SWSCX (0.22). 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 : 10.49 vs. SWSCX (-2.42). VSMAX return over 5 years is better than : 66.40 vs. SWSCX (41.83).
| 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 | 9.985 | 6.588 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 644M | 161B | 0% |
| Annual Yield % from dividends | 0.22 | 1.31 | 17% |
| Returns for 1 year | -2.42 | 10.49 | -23% |
| Returns for 3 years | 20.46 | 39.11 | 52% |
| Returns for 5 years | 41.83 | 66.40 | 63% |
| Returns for 10 years | 3.33 | 133.25 | 2% |
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