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SWSCX vs VSCIX
SWSCX vs VSCIX Comparison
Open Charts SWSCX vs VSCIX
Schwab Small-Cap Equity
Price$21.73
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets678.25M
Vanguard Small Cap Index I
Price$132.18
Change+$1.33 (+1.02%)
VolumeN/A
Net Assets162.31B
SWSCX vs VSCIX Comparison Chart in %
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SWSCX vs. VSCIX 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 SWSCX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. SWSCX (678M). VSCIX pays higher dividends than SWSCX: VSCIX (1.34) vs SWSCX (0.14). SWSCX was incepted earlier than VSCIX: SWSCX (23 years) vs VSCIX (29 years). SWSCX (1.08) is less costly to investors than VSCIX (0.04). SWSCX is a more actively managed with annual turnover of: 106.00 vs. VSCIX (13.00). SWSCX has a lower initial minimum investment than VSCIX: SWSCX (0) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 13.00 vs. SWSCX (9.76). VSCIX return over 5 years is better than : 35.07 vs. SWSCX (8.65).
| SWSCX | VSCIX | SWSCX / VSCIX | |
| Total Expense Ratio | 1.08 | 0.04 | 2,700% |
| Annual Report Gross Expense Ratio | 1.08 | 0.04 | 2,700% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 5.017 | 5.883 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 162B | 0% |
| Annual Yield % from dividends | 0.14 | 1.34 | 11% |
| Returns for 1 year | 9.76 | 13.00 | 75% |
| Returns for 3 years | 21.91 | 40.83 | 54% |
| Returns for 5 years | 8.65 | 35.07 | 25% |
| Returns for 10 years | 37.85 | 186.07 | 20% |
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