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SFSNX vs VSMAX
SFSNX vs VSMAX Comparison
Open Charts SFSNX vs VSMAX
Schwab Fundamental US Small Company Idx
Price$16.68
Change-$0.30 (-1.77%)
VolumeN/A
Net Assets1.66B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SFSNX vs VSMAX Comparison Chart
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SFSNX vs. VSMAX commentary
Jun 15, 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 Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SFSNX (1.67B). SFSNX pays higher dividends than VSMAX: SFSNX (1.83) vs VSMAX (1.48). SFSNX was incepted earlier than VSMAX: SFSNX (18 years) vs VSMAX (25 years). SFSNX (0.25) is less costly to investors than VSMAX (0.05). SFSNX is a more actively managed with annual turnover of: 40.00 vs. VSMAX (13.00). SFSNX has a lower initial minimum investment than VSMAX: SFSNX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. SFSNX (3.04). VSMAX return over 5 years is better than : 63.38 vs. SFSNX (57.37).
| SFSNX | VSMAX | SFSNX / VSMAX | |
| Total Expense Ratio | 0.25 | 0.05 | 500% |
| Annual Report Gross Expense Ratio | 0.25 | 0.05 | 500% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | -5.975 | -4.364 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 148B | 1% |
| Annual Yield % from dividends | 1.83 | 1.48 | 124% |
| Returns for 1 year | 3.04 | 5.22 | 58% |
| Returns for 3 years | 18.59 | 31.37 | 59% |
| Returns for 5 years | 57.37 | 63.38 | 91% |
| Returns for 10 years | 32.68 | 93.38 | 35% |
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