Interact to see
Advertisement
Advertisement
SWSCX vs VSCIX
SWSCX vs VSCIX Comparison
Open Charts SWSCX vs VSCIX
Schwab Small-Cap Equity
Price$19.59
Change+$0.19 (+0.98%)
VolumeN/A
Net Assets611.43M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SWSCX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SWSCX vs. VSCIX 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 SWSCX is a Buy and VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SWSCX (611M). VSCIX pays higher dividends than SWSCX: VSCIX (1.41) vs SWSCX (0.24). SWSCX was incepted earlier than VSCIX: SWSCX (22 years) vs VSCIX (28 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 : 12.26 vs. SWSCX (-5.47). VSCIX return over 5 years is better than : 69.54 vs. SWSCX (40.97).
| 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 | 22 years | 28 years | - |
| Gain YTD | 0.823 | 1.448 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 611M | 148B | 0% |
| Annual Yield % from dividends | 0.24 | 1.41 | 17% |
| Returns for 1 year | -5.47 | 12.26 | -45% |
| Returns for 3 years | 11.49 | 37.94 | 30% |
| Returns for 5 years | 40.97 | 69.54 | 59% |
| Returns for 10 years | -10.75 | 109.37 | -10% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement