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SWSSX vs VSMAX
SWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$96.20
Change-$4.90 (-4.85%)
VolumeN/A
Net Assets153.45B
SWSSX vs VSMAX Comparison Chart
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SWSSX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SWSSX (5.33B). SWSSX pays higher dividends than VSMAX: SWSSX (1.83) vs VSMAX (1.52). SWSSX was incepted earlier than VSMAX: SWSSX (28 years) vs VSMAX (24 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 (12.00). 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 : -9.20 vs. SWSSX (-9.77). VSMAX return over 5 years is better than : 91.73 vs. SWSSX (67.25).
| SWSSX | VSMAX | SWSSX / VSMAX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | -17.754 | -16.385 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 153B | 3% |
| Annual Yield % from dividends | 1.83 | 1.52 | 121% |
| Returns for 1 year | -9.77 | -9.20 | 106% |
| Returns for 3 years | -7.39 | -3.49 | 212% |
| Returns for 5 years | 67.25 | 91.73 | 73% |
| Returns for 10 years | 13.93 | 70.74 | 20% |
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