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SFSNX vs VRTIX
SFSNX vs VRTIX Comparison
Open Charts SFSNX vs VRTIX
Schwab Fundamental US Small Company Idx
Price$19.26
Change-$0.50 (-2.53%)
VolumeN/A
Net Assets1.85B
Vanguard Russell 2000 Index I
Price$392.58
Change-$6.01 (-1.51%)
VolumeN/A
Net Assets14.25B
SFSNX vs VRTIX Comparison Chart in %
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SFSNX vs. VRTIX commentary
Dec 13, 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 Buy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. SFSNX (1.85B). SFSNX pays higher dividends than VRTIX: SFSNX (1.59) vs VRTIX (1.17). 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 : 8.63 vs. SFSNX (4.31). SFSNX (39.04) and VRTIX (37.86) 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 | 11.387 | 16.812 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 14.3B | 13% |
| Annual Yield % from dividends | 1.59 | 1.17 | 136% |
| Returns for 1 year | 4.31 | 8.63 | 50% |
| Returns for 3 years | 41.90 | 44.22 | 95% |
| Returns for 5 years | 39.04 | 37.86 | 103% |
| Returns for 10 years | 75.69 | 142.59 | 53% |
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