SWSSX
Price
$33.03
Change
-$0.00 (-0.00%)
Updated
Feb 28, 6:59 PM EST
VSMAX
Price
$104.51
Change
-$0.00 (-0.00%)
Updated
Feb 28, 6:59 PM EST
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SWSSX vs VSMAX ᐉ Comparison: Which is Better to Invest?

Header iconSWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAXBanner chart's image
Schwab Small Cap Index
Price$33.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$104.51
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SWSSX vs VSMAX Comparison Chart

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VS
SWSSX vs. VSMAX commentary
Feb 29, 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 Buy and VSMAX is a Hold.

FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 130B vs. SWSSX (5.98B). VSMAX (1.60) and SWSSX (1.55) have matching dividends . SWSSX was incepted earlier than VSMAX: SWSSX (27 years) vs VSMAX (23 years). VSMAX (0.05) is less costly to investors than SWSSX (0.04). VSMAX is a more actively managed with annual turnover of: 14.00 vs. SWSSX (10.00). 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 : 10.95 vs. SWSSX (10.20). VSMAX return over 5 years is better than : 42.16 vs. SWSSX (20.35).
SWSSXVSMAXSWSSX / VSMAX
Total Expense Ratio0.040.0580%
Annual Report Gross Expense Ratio0.040.0580%
Fund Existence27 years23 years-
Gain YTD1.6002.27070%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets5.98B130B5%
Annual Yield % from dividends1.551.6097%
Returns for 1 year10.2010.9593%
Returns for 3 years-9.704.31-225%
Returns for 5 years20.3542.1648%
Returns for 10 years28.49102.4428%
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