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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$16.48
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets519.63M
Vanguard Small Cap Index Admiral Shares
Price$99.27
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
SWSCX vs VSMAX Comparison Chart
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SWSCX vs. VSMAX commentary
Apr 18, 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: 143B vs. SWSCX (520M). VSMAX pays higher dividends than SWSCX: VSMAX (1.52) vs SWSCX (0.26). SWSCX was incepted earlier than VSMAX: SWSCX (22 years) vs VSMAX (24 years). SWSCX (1.09) is less costly to investors than VSMAX (0.05). SWSCX is a more actively managed with annual turnover of: 106.00 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 : -2.40 vs. SWSCX (-15.17). VSMAX return over 5 years is better than : 66.89 vs. SWSCX (35.83).
| SWSCX | VSMAX | SWSCX / VSMAX | |
| Total Expense Ratio | 1.09 | 0.05 | 2,180% |
| Annual Report Gross Expense Ratio | 1.09 | 0.05 | 2,180% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | -14.925 | -14.455 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 143B | 0% |
| Annual Yield % from dividends | 0.26 | 1.52 | 17% |
| Returns for 1 year | -15.17 | -2.40 | 632% |
| Returns for 3 years | -16.50 | 0.56 | -2,963% |
| Returns for 5 years | 35.83 | 66.89 | 54% |
| Returns for 10 years | -24.66 | 73.68 | -33% |
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