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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$20.38
Change+$0.22 (+1.09%)
VolumeN/A
Net Assets635.43M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
SWSCX vs VSMAX Comparison Chart
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SWSCX vs. VSMAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. SWSCX (635M). VSMAX pays higher dividends than SWSCX: VSMAX (1.42) vs SWSCX (0.35). SWSCX was incepted earlier than VSMAX: SWSCX (22 years) vs VSMAX (24 years). SWSCX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (12.00). 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 : 20.35 vs. SWSCX (3.73). VSMAX return over 5 years is better than : 55.98 vs. SWSCX (21.40).
| SWSCX | VSMAX | SWSCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 3.757 | 3.638 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 155B | 0% |
| Annual Yield % from dividends | 0.35 | 1.42 | 24% |
| Returns for 1 year | 3.73 | 20.35 | 18% |
| Returns for 3 years | 1.78 | 20.91 | 9% |
| Returns for 5 years | 21.40 | 55.98 | 38% |
| Returns for 10 years | -2.15 | 124.89 | -2% |
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