SWSSX
Price
$36.94
Change
-$0.19 (-0.51%)
Updated
Aug 15 closing price
Net Assets
6.75B
VSMAX
Price
$117.86
Change
-$0.44 (-0.37%)
Updated
Aug 15 closing price
Net Assets
154.18B
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SWSSX vs VSMAX

Header iconSWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAXBanner chart's image
Schwab Small Cap Index
Price$36.94
Change-$0.19 (-0.51%)
VolumeN/A
Net Assets6.75B
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SWSSX vs VSMAX Comparison Chart in %
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VS
SWSSX vs. VSMAX commentary
Aug 17, 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 VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SWSSX (6.75B). SWSSX pays higher dividends than VSMAX: SWSSX (1.66) vs VSMAX (1.37). SWSSX was incepted earlier than VSMAX: SWSSX (28 years) vs VSMAX (25 years). VSMAX (0.05) is less costly to investors than SWSSX (0.04). SWSSX is a more actively managed with annual turnover of: 15.00 vs. VSMAX (13.00). SWSSX has a lower initial minimum investment than VSMAX: SWSSX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.17 vs. SWSSX (8.60). VSMAX return over 5 years is better than : 57.73 vs. SWSSX (39.55).
SWSSXVSMAXSWSSX / VSMAX
Total Expense Ratio0.040.0580%
Annual Report Gross Expense Ratio0.040.0580%
Fund Existence28 years25 years-
Gain YTD3.4442.517137%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.75B154B4%
Annual Yield % from dividends1.661.37121%
Returns for 1 year8.609.1794%
Returns for 3 years17.3420.4885%
Returns for 5 years39.5557.7369%
Returns for 10 years47.16113.1242%
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