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SWSCX vs VSCPX
SWSCX vs VSCPX Comparison
Open Charts SWSCX vs VSCPX
Schwab Small-Cap Equity
Price$21.73
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets678.25M
Vanguard Small Cap Index InstlPlus
Price$381.52
Change+$3.83 (+1.01%)
VolumeN/A
Net Assets162.31B
SWSCX vs VSCPX Comparison Chart in %
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SWSCX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SWSCX (678M). VSCPX pays higher dividends than SWSCX: VSCPX (1.35) vs SWSCX (0.14). SWSCX was incepted earlier than VSCPX: SWSCX (23 years) vs VSCPX (15 years). SWSCX (1.08) is less costly to investors than VSCPX (0.03). SWSCX is a more actively managed with annual turnover of: 106.00 vs. VSCPX (13.00). SWSCX has a lower initial minimum investment than VSCPX: SWSCX (0) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 13.01 vs. SWSCX (9.76). VSCPX return over 5 years is better than : 35.08 vs. SWSCX (8.65).
| SWSCX | VSCPX | SWSCX / VSCPX | |
| Total Expense Ratio | 1.08 | 0.03 | 3,600% |
| Annual Report Gross Expense Ratio | 1.08 | 0.03 | 3,600% |
| Fund Existence | 23 years | 15 years | - |
| Gain YTD | 5.017 | 5.887 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 678M | 162B | 0% |
| Annual Yield % from dividends | 0.14 | 1.35 | 10% |
| Returns for 1 year | 9.76 | 13.01 | 75% |
| Returns for 3 years | 21.91 | 40.83 | 54% |
| Returns for 5 years | 8.65 | 35.08 | 25% |
| Returns for 10 years | 37.85 | 186.11 | 20% |
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