Interact to see
Advertisement
Advertisement
SFSNX vs VRTIX
SFSNX vs VRTIX Comparison
Open Charts SFSNX vs VRTIX
Schwab Fundamental US Small Company Idx
Price$20.03
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets1.89B
Vanguard Russell 2000 Index I
Price$406.87
Change+$2.85 (+0.71%)
VolumeN/A
Net Assets14.31B
SFSNX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SFSNX vs. VRTIX commentary
Jan 16, 2026
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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SFSNX (1.89B). SFSNX pays higher dividends than VRTIX: SFSNX (1.36) vs VRTIX (1.25). 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 (14.00). 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 : 19.93 vs. SFSNX (14.01). SFSNX return over 5 years is better than : 31.74 vs. VRTIX (27.09).
| 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 | 6.260 | 6.855 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 14.3B | 13% |
| Annual Yield % from dividends | 1.36 | 1.25 | 109% |
| Returns for 1 year | 14.01 | 19.93 | 70% |
| Returns for 3 years | 39.14 | 42.44 | 92% |
| Returns for 5 years | 31.74 | 27.09 | 117% |
| Returns for 10 years | 109.95 | 175.04 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LKOR | 42.97 | 0.21 | +0.49% |
| FlexShares Crdt-Scrd US Lng Corp Bd ETF | |||
| AIOO | 25.75 | -0.02 | -0.08% |
| AllianzIM U.S. Equity Buffer100 Prot ETF | |||
| BDEC | 50.01 | -0.13 | -0.25% |
| Innovator U.S. Equity Buffer ETF™ - Dec | |||
| ETW | 9.29 | -0.08 | -0.85% |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | |||
| AGIX | 36.37 | -0.69 | -1.87% |
| KraneShares Artfcl Intllgnc and Tech ETF | |||