SWSSX
Price
$29.37
Change
-$1.35 (-4.39%)
Updated
Apr 4 closing price
Net Assets
5.33B
VSCIX
Price
$96.20
Change
-$4.90 (-4.85%)
Updated
Apr 4 closing price
Net Assets
153.45B
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SWSSX vs VSCIX

Header iconSWSSX vs VSCIX Comparison
Open Charts SWSSX vs VSCIXBanner chart's image
Schwab Small Cap Index
Price$29.37
Change-$1.35 (-4.39%)
VolumeN/A
Net Assets5.33B
Vanguard Small Cap Index I
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
SWSSX vs VSCIX Comparison Chart
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VS
SWSSX vs. VSCIX commentary
Apr 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 SWSSX is a Hold and VSCIX is a Hold.

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FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. SWSSX (5.33B). SWSSX pays higher dividends than VSCIX: SWSSX (1.83) vs VSCIX (1.53). SWSSX was incepted earlier than VSCIX: SWSSX (28 years) vs VSCIX (28 years). SWSSX (0.04) and VSCIX (0.04) have similar cost to investors . SWSSX is a more actively managed with annual turnover of: 15.00 vs. VSCIX (12.00). SWSSX has a lower initial minimum investment than VSCIX: SWSSX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -9.19 vs. SWSSX (-9.77). VSCIX return over 5 years is better than : 91.75 vs. SWSSX (67.25).
SWSSXVSCIXSWSSX / VSCIX
Total Expense Ratio0.040.04100%
Annual Report Gross Expense Ratio0.040.04100%
Fund Existence28 years28 years-
Gain YTD-17.754-16.377108%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.33B153B3%
Annual Yield % from dividends1.831.53120%
Returns for 1 year-9.77-9.19106%
Returns for 3 years-7.39-3.47213%
Returns for 5 years67.2591.7573%
Returns for 10 years13.9370.7820%
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