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SWSSX vs VSMAX
SWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAX
Schwab Small Cap Index
Price$35.71
Change-$1.64 (-4.39%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$115.45
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
SWSSX vs VSMAX Comparison Chart
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SWSSX vs. VSMAX commentary
Dec 19, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. SWSSX (6.76B). 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 annual gain was more profitable for investors over the last year : 17.12 vs. VSMAX (13.00). VSMAX return over 5 years is better than : 47.01 vs. SWSSX (34.57).
| 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 | 16.692 | 13.252 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.76B | 167B | 4% |
| Annual Yield % from dividends | 1.42 | 1.42 | 100% |
| Returns for 1 year | 17.12 | 13.00 | 132% |
| Returns for 3 years | 11.23 | 11.09 | 101% |
| Returns for 5 years | 34.57 | 47.01 | 74% |
| Returns for 10 years | 52.46 | 115.86 | 45% |