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DFSTX vs SWSCX
DFSTX vs SWSCX Comparison
Open Charts DFSTX vs SWSCX
Schwab Small-Cap Equity
Price$22.44
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets664.02M
DFSTX vs SWSCX Comparison Chart in %
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DFSTX vs. SWSCX commentary
Dec 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 DFSTX is a Buy and SWSCX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.3B vs. SWSCX (664M). DFSTX pays higher dividends than SWSCX: DFSTX (1.05) vs SWSCX (0.21). 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 : 0.70 vs. SWSCX (-6.55). DFSTX return over 5 years is better than : 47.22 vs. SWSCX (25.13).
| 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 | 8.810 | 14.874 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 664M | 2,605% |
| Annual Yield % from dividends | 1.05 | 0.21 | 495% |
| Returns for 1 year | 0.70 | -6.55 | -11% |
| Returns for 3 years | 26.95 | 14.58 | 185% |
| Returns for 5 years | 47.22 | 25.13 | 188% |
| Returns for 10 years | 76.98 | 6.14 | 1,254% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GARP | 67.88 | 0.28 | +0.41% |
| iShares MSCI USA Quality GARP ETF | |||
| CVSE | 73.94 | N/A | N/A |
| Calvert US Select Equity ETF | |||
| KARS | 30.28 | N/A | N/A |
| KraneShares Eltc Vhl and Ft Mbly ETF | |||
| HPF | 16.34 | -0.02 | -0.12% |
| John Hancock Preferred Income Fund II | |||
| PDO | 13.94 | -0.02 | -0.14% |
| PIMCO Dynamic Income Opportunities Fund | |||