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SWSCX vs VSCPX
SWSCX vs VSCPX Comparison
Open Charts SWSCX vs VSCPX
Schwab Small-Cap Equity
Price$21.04
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets666.17M
Vanguard Small Cap Index InstlPlus
Price$364.26
Change+$0.82 (+0.23%)
VolumeN/A
Net Assets163.34B
SWSCX vs VSCPX Comparison Chart in %
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SWSCX vs. VSCPX commentary
Dec 26, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 163B vs. SWSCX (666M). VSCPX pays higher dividends than SWSCX: VSCPX (1.34) vs SWSCX (0.21). 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 : 8.24 vs. SWSCX (7.07). VSCPX return over 5 years is better than : 36.53 vs. SWSCX (12.09).
| 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 | 8.286 | 9.859 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666M | 163B | 0% |
| Annual Yield % from dividends | 0.21 | 1.34 | 16% |
| Returns for 1 year | 7.07 | 8.24 | 86% |
| Returns for 3 years | 26.16 | 44.97 | 58% |
| Returns for 5 years | 12.09 | 36.53 | 33% |
| Returns for 10 years | 17.47 | 144.00 | 12% |
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