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SWSSX vs VSMAX
SWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAX
Schwab Small Cap Index
Price$37.40
Change-$0.53 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
SWSSX vs VSMAX Comparison Chart
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SWSSX vs. VSMAX commentary
Nov 18, 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 Sell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. SWSSX (6.65B). VSMAX (1.42) and SWSSX (1.42) have matching dividends . SWSSX was incepted earlier than VSMAX: SWSSX (28 years) vs VSMAX (24 years). VSMAX is a more actively managed with annual turnover of: 12.00 vs. SWSSX (10.00). SWSSX has a lower initial minimum investment than VSMAX: SWSSX (0) vs VSMAX (3000). SWSSX (31.83) and VSMAX (30.28) have marching annual gain over last year. VSMAX return over 5 years is better than : 55.62 vs. SWSSX (32.93).
| SWSSX | VSMAX | SWSSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 15.042 | 15.803 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.65B | 151B | 4% |
| Annual Yield % from dividends | 1.42 | 1.42 | 100% |
| Returns for 1 year | 31.83 | 30.28 | 105% |
| Returns for 3 years | -7.96 | 4.74 | -168% |
| Returns for 5 years | 32.93 | 55.62 | 59% |
| Returns for 10 years | 44.12 | 123.30 | 36% |
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