SWSCX
Price
$19.59
Change
+$0.19 (+0.98%)
Updated
Jul 3 closing price
Net Assets
611.43M
VSMAX
Price
$116.63
Change
+$0.83 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$19.59
Change+$0.19 (+0.98%)
VolumeN/A
Net Assets611.43M
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
SWSCX vs VSMAX Comparison Chart in %
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VS
SWSCX vs. VSMAX commentary
Jul 07, 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 Buy and VSMAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SWSCX (611M). VSMAX pays higher dividends than SWSCX: VSMAX (1.40) vs SWSCX (0.24). 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 : 12.25 vs. SWSCX (-5.47). VSMAX return over 5 years is better than : 69.54 vs. SWSCX (40.97).
SWSCXVSMAXSWSCX / VSMAX
Total Expense Ratio1.080.052,160%
Annual Report Gross Expense Ratio1.080.052,160%
Fund Existence22 years25 years-
Gain YTD0.8231.44757%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets611M148B0%
Annual Yield % from dividends0.241.4017%
Returns for 1 year-5.4712.25-45%
Returns for 3 years11.4937.9530%
Returns for 5 years40.9769.5459%
Returns for 10 years-10.75109.34-10%
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