SWSSX
Price
$36.29
Change
+$0.37 (+1.03%)
Updated
Jul 3 closing price
Net Assets
6.67B
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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SWSSX vs VSMAX

Header iconSWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAXBanner chart's image
Schwab Small Cap Index
Price$36.29
Change+$0.37 (+1.03%)
VolumeN/A
Net Assets6.67B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SWSSX vs VSMAX Comparison Chart in %
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VS
SWSSX vs. VSMAX commentary
Jul 05, 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.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SWSSX (6.67B). 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 (12.25) and SWSSX (12.00) have marching annual gain over last year. VSMAX return over 5 years is better than : 69.54 vs. SWSSX (51.30).
SWSSXVSMAXSWSSX / VSMAX
Total Expense Ratio0.040.0580%
Annual Report Gross Expense Ratio0.040.0580%
Fund Existence28 years25 years-
Gain YTD1.6241.447112%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.67B148B5%
Annual Yield % from dividends1.691.40121%
Returns for 1 year12.0012.2598%
Returns for 3 years35.0437.9592%
Returns for 5 years51.3069.5474%
Returns for 10 years41.02109.3438%
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