Ad is loading...
SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$22.41
Change-$0.24 (-1.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
SWSCX vs VSMAX Comparison Chart
Loading...
SWSCX vs. VSMAX commentary
Sep 21, 2024
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: 149B vs. SWSCX (635M). VSMAX pays higher dividends than SWSCX: VSMAX (1.42) vs SWSCX (0.35). SWSCX was incepted earlier than VSMAX: SWSCX (21 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 : 25.54 vs. SWSCX (23.95). VSMAX return over 5 years is better than : 53.45 vs. SWSCX (35.30).
| SWSCX | VSMAX | SWSCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 10.778 | 10.898 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 635M | 149B | 0% |
| Annual Yield % from dividends | 0.35 | 1.42 | 24% |
| Returns for 1 year | 23.95 | 25.54 | 94% |
| Returns for 3 years | -2.60 | 8.91 | -29% |
| Returns for 5 years | 35.30 | 53.45 | 66% |
| Returns for 10 years | -9.32 | 121.55 | -8% |
View a ticker or compare two or three
VS
VS
Ad is loading...