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DFSTX vs SWSCX
DFSTX vs SWSCX Comparison
Open Charts DFSTX vs SWSCX
Schwab Small-Cap Equity
Price$21.07
Change-$0.09 (-0.43%)
VolumeN/A
Net Assets630.33M
DFSTX vs SWSCX Comparison Chart in %
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DFSTX vs. SWSCX commentary
Oct 19, 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 DFSTX is a Hold and SWSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. SWSCX (630M). DFSTX pays higher dividends than SWSCX: DFSTX (1.07) vs SWSCX (0.22). DFSTX was incepted earlier than SWSCX: DFSTX (34 years) vs SWSCX (22 years). SWSCX (1.08) is less costly to investors than DFSTX (0.28). SWSCX is a more actively managed with annual turnover of: 106.00 vs. DFSTX (6.00). DFSTX (0) and SWSCX (0) have matching initial minimum investment requirements. DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. SWSCX (-7.13). DFSTX return over 5 years is better than : 62.62 vs. SWSCX (32.01).
| DFSTX | SWSCX | DFSTX / SWSCX | |
| Total Expense Ratio | 0.27 | 1.08 | 25% |
| Annual Report Gross Expense Ratio | 0.28 | 1.08 | 26% |
| Fund Existence | 34 years | 22 years | - |
| Gain YTD | 4.893 | 8.441 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 630M | 2,667% |
| Annual Yield % from dividends | 1.07 | 0.22 | 487% |
| Returns for 1 year | 3.09 | -7.13 | -43% |
| Returns for 3 years | 34.06 | 18.04 | 189% |
| Returns for 5 years | 62.62 | 32.01 | 196% |
| Returns for 10 years | 73.60 | 0.48 | 15,324% |
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