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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$18.98
Change-$0.34 (-1.76%)
VolumeN/A
Net Assets599.74M
Vanguard Small Cap Index Admiral Shares
Price$113.88
Change-$1.83 (-1.58%)
VolumeN/A
Net Assets153.28B
SWSCX vs VSMAX Comparison Chart in %
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SWSCX vs. VSMAX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SWSCX (600M). VSMAX pays higher dividends than SWSCX: VSMAX (1.37) vs SWSCX (0.24). 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 : 6.32 vs. SWSCX (-12.06). VSMAX return over 5 years is better than : 61.02 vs. SWSCX (31.51).
| 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 | -0.566 | 0.647 | -88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 600M | 153B | 0% |
| Annual Yield % from dividends | 0.24 | 1.37 | 17% |
| Returns for 1 year | -12.06 | 6.32 | -191% |
| Returns for 3 years | 2.31 | 26.16 | 9% |
| Returns for 5 years | 31.51 | 61.02 | 52% |
| Returns for 10 years | -10.97 | 108.94 | -10% |
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