SWSCX
Price
$21.73
Change
+$0.17 (+0.79%)
Updated
Jan 15 closing price
Net Assets
678.25M
VSMAX
Price
$132.18
Change
+$1.32 (+1.01%)
Updated
Jan 15 closing price
Net Assets
162.31B
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SWSCX vs VSMAX

Header iconSWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAXBanner chart's image
Schwab Small-Cap Equity
Price$21.73
Change+$0.17 (+0.79%)
VolumeN/A
Net Assets678.25M
Vanguard Small Cap Index Admiral Shares
Price$132.18
Change+$1.32 (+1.01%)
VolumeN/A
Net Assets162.31B
SWSCX vs VSMAX Comparison Chart in %
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VS
SWSCX vs. VSMAX 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 VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SWSCX (678M). VSMAX pays higher dividends than SWSCX: VSMAX (1.33) vs SWSCX (0.14). SWSCX was incepted earlier than VSMAX: SWSCX (23 years) vs VSMAX (25 years). SWSCX (1.08) is less costly to investors than VSMAX (0.05). SWSCX is a more actively managed with annual turnover of: 106.00 vs. VSMAX (13.00). SWSCX has a lower initial minimum investment than VSMAX: SWSCX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.01 vs. SWSCX (9.76). VSMAX return over 5 years is better than : 35.05 vs. SWSCX (8.65).
SWSCXVSMAXSWSCX / VSMAX
Total Expense Ratio1.080.052,160%
Annual Report Gross Expense Ratio1.080.052,160%
Fund Existence23 years25 years-
Gain YTD5.0175.89185%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets678M162B0%
Annual Yield % from dividends0.141.3311%
Returns for 1 year9.7613.0175%
Returns for 3 years21.9140.8154%
Returns for 5 years8.6535.0525%
Returns for 10 years37.85185.9620%
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