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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$20.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets620.4M
Vanguard Small Cap Index Admiral Shares
Price$117.71
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
SWSCX vs VSMAX Comparison Chart in %
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SWSCX vs. VSMAX commentary
Nov 20, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SWSCX (620M). VSMAX pays higher dividends than SWSCX: VSMAX (1.34) 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 : -0.84 vs. SWSCX (-9.04). VSMAX return over 5 years is better than : 39.47 vs. SWSCX (22.90).
| 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 | 7.617 | 2.440 | 312% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 620M | 162B | 0% |
| Annual Yield % from dividends | 0.22 | 1.34 | 16% |
| Returns for 1 year | -9.04 | -0.84 | 1,081% |
| Returns for 3 years | 9.58 | 30.09 | 32% |
| Returns for 5 years | 22.90 | 39.47 | 58% |
| Returns for 10 years | -0.66 | 122.69 | -1% |
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