SWSSX
Price
$36.50
Change
+$0.15 (+0.41%)
Updated
Jul 25 closing price
Net Assets
6.69B
VSMAX
Price
$118.19
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
Interact to see
Advertisement

SWSSX vs VSMAX

Header iconSWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAXBanner chart's image
Schwab Small Cap Index
Price$36.50
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.69B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SWSSX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SWSSX vs. VSMAX commentary
Jul 27, 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 Buy and VSMAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SWSSX (6.69B). SWSSX pays higher dividends than VSMAX: SWSSX (1.69) vs VSMAX (1.40). 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 : 8.49 vs. SWSSX (3.18). VSMAX return over 5 years is better than : 66.87 vs. SWSSX (48.41).
SWSSXVSMAXSWSSX / VSMAX
Total Expense Ratio0.040.0580%
Annual Report Gross Expense Ratio0.040.0580%
Fund Existence28 years25 years-
Gain YTD2.2122.80479%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.69B153B4%
Annual Yield % from dividends1.691.40121%
Returns for 1 year3.188.4937%
Returns for 3 years29.8934.2787%
Returns for 5 years48.4166.8772%
Returns for 10 years44.35115.2138%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FTQGX40.560.42
+1.05%
Fidelity Focused Stock
BLNIX13.240.04
+0.30%
Meeder Balanced Institutional
VYCAX26.630.06
+0.23%
Voya Corporate Leaders 100 A
CNPAX69.970.06
+0.09%
American Funds New Perspective 529A
OCMAX22.85-0.13
-0.57%
OCM Gold Atlas