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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$21.67
Change-$0.13 (-0.60%)
VolumeN/A
Net Assets675.86M
Vanguard Small Cap Index Admiral Shares
Price$130.46
Change+$0.04 (+0.03%)
VolumeN/A
Net Assets162.31B
SWSCX vs VSMAX Comparison Chart in %
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SWSCX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SWSCX (676M). VSMAX pays higher dividends than SWSCX: VSMAX (1.27) 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 : 10.71 vs. SWSCX (10.09). VSMAX return over 5 years is better than : 31.93 vs. SWSCX (5.23).
| SWSCX | VSMAX | SWSCX / VSMAX | |
| Total Expense Ratio | 1.08 | 0.05 | 2,160% |
| Annual Report Gross Expense Ratio | 1.08 | 0.05 | 2,160% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 6.186 | 5.535 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 676M | 162B | 0% |
| Annual Yield % from dividends | 0.14 | 1.27 | 11% |
| Returns for 1 year | 10.09 | 10.71 | 94% |
| Returns for 3 years | 16.65 | 33.11 | 50% |
| Returns for 5 years | 5.23 | 31.93 | 16% |
| Returns for 10 years | 42.26 | 186.87 | 23% |
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