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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$21.44
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets645.73M
Vanguard Small Cap Index Admiral Shares
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
SWSCX vs VSMAX Comparison Chart in %
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SWSCX vs. VSMAX commentary
Sep 28, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SWSCX (646M). VSMAX pays higher dividends than SWSCX: VSMAX (1.31) vs SWSCX (0.22). SWSCX was incepted earlier than VSMAX: SWSCX (22 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 : 8.03 vs. SWSCX (-3.03). VSMAX return over 5 years is better than : 71.73 vs. SWSCX (49.07).
| 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 | 22 years | 25 years | - |
| Gain YTD | 10.345 | 6.240 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 646M | 161B | 0% |
| Annual Yield % from dividends | 0.22 | 1.31 | 17% |
| Returns for 1 year | -3.03 | 8.03 | -38% |
| Returns for 3 years | 29.88 | 50.82 | 59% |
| Returns for 5 years | 49.07 | 71.73 | 68% |
| Returns for 10 years | 10.94 | 148.94 | 7% |
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