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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$18.70
Change+$0.29 (+1.58%)
VolumeN/A
Net Assets578.74M
Vanguard Small Cap Index Admiral Shares
Price$111.64
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
SWSCX vs VSMAX Comparison Chart
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SWSCX vs. VSMAX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SWSCX (579M). VSMAX pays higher dividends than SWSCX: VSMAX (1.48) vs SWSCX (0.25). 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 : 5.16 vs. SWSCX (-11.12). VSMAX return over 5 years is better than : 52.39 vs. SWSCX (25.40).
| 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 | -5.250 | -4.060 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 579M | 148B | 0% |
| Annual Yield % from dividends | 0.25 | 1.48 | 17% |
| Returns for 1 year | -11.12 | 5.16 | -216% |
| Returns for 3 years | -6.21 | 16.71 | -37% |
| Returns for 5 years | 25.40 | 52.39 | 48% |
| Returns for 10 years | -16.05 | 96.62 | -17% |
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