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SWSCX vs VSCPX
SWSCX vs VSCPX Comparison
Open Charts SWSCX vs VSCPX
Schwab Small-Cap Equity
Price$21.67
Change-$0.13 (-0.60%)
VolumeN/A
Net Assets675.86M
Vanguard Small Cap Index InstlPlus
Price$376.55
Change+$0.11 (+0.03%)
VolumeN/A
Net Assets162.31B
SWSCX vs VSCPX Comparison Chart in %
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SWSCX vs. VSCPX commentary
Feb 05, 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 Buy and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. SWSCX (676M). VSCPX pays higher dividends than SWSCX: VSCPX (1.29) 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 : 10.72 vs. SWSCX (10.09). VSCPX return over 5 years is better than : 31.96 vs. SWSCX (5.23).
| 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 | 6.186 | 5.537 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 162B | 0% |
| Annual Yield % from dividends | 0.14 | 1.29 | 11% |
| Returns for 1 year | 10.09 | 10.72 | 94% |
| Returns for 3 years | 16.65 | 33.13 | 50% |
| Returns for 5 years | 5.23 | 31.96 | 16% |
| Returns for 10 years | 42.26 | 186.98 | 23% |
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