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SWSSX vs VSMAX
SWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAX
Schwab Small Cap Index
Price$33.87
Change-$0.65 (-1.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$106.46
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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SWSSX vs VSMAX Comparison Chart
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SWSSX vs. VSMAX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SWSSX (6.04B). VSMAX (1.42) and SWSSX (1.42) have matching dividends . SWSSX was incepted earlier than VSMAX: SWSSX (27 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 annual gain was more profitable for investors over the last year : 16.25 vs. VSMAX (14.27). VSMAX return over 5 years is better than : 48.98 vs. SWSSX (31.37).
| SWSSX | VSMAX | SWSSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 6.829 | 5.987 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.04B | 149B | 4% |
| Annual Yield % from dividends | 1.42 | 1.42 | 100% |
| Returns for 1 year | 16.25 | 14.27 | 114% |
| Returns for 3 years | -10.13 | -0.35 | 2,880% |
| Returns for 5 years | 31.37 | 48.98 | 64% |
| Returns for 10 years | 33.97 | 103.49 | 33% |
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