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SFSNX vs VSMAX
SFSNX vs VSMAX Comparison
Open Charts SFSNX vs VSMAX
Schwab Fundamental US Small Company Idx
Price$17.89
Change+$0.12 (+0.68%)
VolumeN/A
Net Assets1.77B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SFSNX vs VSMAX Comparison Chart in %
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SFSNX vs. VSMAX commentary
Jul 07, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SFSNX (1.77B). SFSNX pays higher dividends than VSMAX: SFSNX (1.76) vs VSMAX (1.40). 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 : 12.25 vs. SFSNX (10.25). VSMAX (69.54) and SFSNX (69.24) have equivalent 5 years return.
| 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 | 0.846 | 1.447 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 148B | 1% |
| Annual Yield % from dividends | 1.76 | 1.40 | 126% |
| Returns for 1 year | 10.25 | 12.25 | 84% |
| Returns for 3 years | 27.37 | 37.95 | 72% |
| Returns for 5 years | 69.24 | 69.54 | 100% |
| Returns for 10 years | 45.72 | 109.34 | 42% |
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