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SWSSX vs VSCIX
SWSSX vs VSCIX Comparison
Open Charts SWSSX vs VSCIX
Schwab Small Cap Index
Price$35.71
Change-$1.64 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SWSSX vs VSCIX Comparison Chart
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SWSSX vs. VSCIX commentary
Dec 19, 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 SWSSX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. SWSSX (6.76B). VSCIX (1.43) and SWSSX (1.42) have matching dividends . SWSSX was incepted earlier than VSCIX: SWSSX (28 years) vs VSCIX (27 years). VSCIX is a more actively managed with annual turnover of: 12.00 vs. SWSSX (10.00). SWSSX has a lower initial minimum investment than VSCIX: SWSSX (0) vs VSCIX (5000000). SWSSX annual gain was more profitable for investors over the last year : 17.12 vs. VSCIX (13.00). VSCIX return over 5 years is better than : 47.03 vs. SWSSX (34.57).
| SWSSX | VSCIX | SWSSX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | 16.692 | 13.254 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 167B | 4% |
| Annual Yield % from dividends | 1.42 | 1.43 | 99% |
| Returns for 1 year | 17.12 | 13.00 | 132% |
| Returns for 3 years | 11.23 | 11.10 | 101% |
| Returns for 5 years | 34.57 | 47.03 | 74% |
| Returns for 10 years | 52.46 | 115.91 | 45% |
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