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SFSNX or SWSSX or VSMAX
SFSNX vs SWSSX vs VSMAX Comparison
Open Charts SFSNX vs SWSSX vs VSMAX
Schwab Fundamental US Small Company Idx
Price$17.56
Change-$0.22 (-1.24%)
VolumeN/A
Net Assets1.72B
Vanguard Small Cap Index Admiral Shares
Price$113.88
Change-$1.83 (-1.58%)
VolumeN/A
Net Assets153.28B
SFSNX vs SWSSX vs VSMAX Comparison Chart in %
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VS
VS
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SWSSX (6.54B) and SFSNX (1.72B). SFSNX and SWSSX pays higher dividends than VSMAX: SFSNX (1.73) and SWSSX (1.66) vs VSMAX (1.37). SFSNX was incepted earlier than SWSSX and VSMAX: SFSNX (18 years) vs SWSSX (28 years) and VSMAX (25 years). SFSNX (0.25) is less costly to investors than VSMAX (0.05) and SWSSX (0.04). SFSNX is a more actively managed with annual turnover of: 40.00 vs. SWSSX (15.00) and VSMAX (13.00). SFSNX and SWSSX has a lower initial minimum investment than VSMAX: SFSNX (0) and SWSSX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.00 vs. SWSSX (0.43) and SFSNX (0.32). VSMAX and SFSNX return over 5 years is better than : 62.66 and 60.26 vs. SWSSX (45.24).
| SFSNX | SWSSX | VSMAX | |
| Total Expense Ratio | 0.25 | 0.04 | 0.05 |
| Annual Report Gross Expense Ratio | 0.25 | 0.04 | 0.05 |
| Fund Existence | 18 years | 28 years | 25 years |
| Gain YTD | 0.225 | 0.924 | 1.673 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 1.72B | 6.54B | 153B |
| Annual Yield % from dividends | 1.73 | 1.66 | 1.37 |
| Returns for 1 year | 0.32 | 0.43 | 5.00 |
| Returns for 3 years | 16.84 | 22.93 | 26.81 |
| Returns for 5 years | 60.26 | 45.24 | 62.66 |
| Returns for 10 years | 46.47 | 41.71 | 110.71 |
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