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SFSNX vs VRTIX
SFSNX vs VRTIX Comparison
Open Charts SFSNX vs VRTIX
Schwab Fundamental US Small Company Idx
Price$18.36
Change-$0.34 (-1.82%)
VolumeN/A
Net Assets1.76B
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
SFSNX vs VRTIX Comparison Chart in %
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SFSNX vs. VRTIX commentary
Nov 14, 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 SFSNX is a StrongBuy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. SFSNX (1.76B). SFSNX pays higher dividends than VRTIX: SFSNX (1.64) vs VRTIX (1.18). SFSNX was incepted earlier than VRTIX: SFSNX (19 years) vs VRTIX (15 years). SFSNX (0.25) is less costly to investors than VRTIX (0.07). SFSNX is a more actively managed with annual turnover of: 40.00 vs. VRTIX (12.00). SFSNX has a lower initial minimum investment than VRTIX: SFSNX (0) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 2.86 vs. SFSNX (-0.25). SFSNX (44.68) and VRTIX (42.91) have equivalent 5 years return.
| SFSNX | VRTIX | SFSNX / VRTIX | |
| Total Expense Ratio | 0.25 | 0.07 | 357% |
| Annual Report Gross Expense Ratio | 0.25 | 0.07 | 357% |
| Fund Existence | 19 years | 15 years | - |
| Gain YTD | 5.412 | 10.359 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 13.9B | 13% |
| Annual Yield % from dividends | 1.64 | 1.18 | 139% |
| Returns for 1 year | -0.25 | 2.86 | -9% |
| Returns for 3 years | 22.73 | 31.84 | 71% |
| Returns for 5 years | 44.68 | 42.91 | 104% |
| Returns for 10 years | 62.28 | 123.36 | 50% |
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