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SWSSX vs VSCPX
SWSSX vs VSCPX Comparison
Open Charts SWSSX vs VSCPX
Schwab Small Cap Index
Price$35.71
Change-$1.64 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
SWSSX vs VSCPX Comparison Chart
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SWSSX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. SWSSX (6.76B). VSCPX (1.44) and SWSSX (1.42) have matching dividends . SWSSX was incepted earlier than VSCPX: SWSSX (28 years) vs VSCPX (14 years). VSCPX is a more actively managed with annual turnover of: 12.00 vs. SWSSX (10.00). SWSSX has a lower initial minimum investment than VSCPX: SWSSX (0) vs VSCPX (100000000). VSCPX (17.80) and SWSSX (17.12) have marching annual gain over last year. VSCPX return over 5 years is better than : 53.26 vs. SWSSX (34.57).
| SWSSX | VSCPX | SWSSX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 16.692 | 18.058 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 167B | 4% |
| Annual Yield % from dividends | 1.42 | 1.44 | 99% |
| Returns for 1 year | 17.12 | 17.80 | 96% |
| Returns for 3 years | 11.23 | 15.81 | 71% |
| Returns for 5 years | 34.57 | 53.26 | 65% |
| Returns for 10 years | 52.46 | 125.14 | 42% |