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SWSCX vs VSMAX
SWSCX vs VSMAX Comparison
Open Charts SWSCX vs VSMAX
Schwab Small-Cap Equity
Price$22.44
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets664.02M
Vanguard Small Cap Index Admiral Shares
Price$124.69
Change+$0.62 (+0.50%)
VolumeN/A
Net Assets163.34B
SWSCX vs VSMAX Comparison Chart in %
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SWSCX vs. VSMAX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 163B vs. SWSCX (664M). VSMAX pays higher dividends than SWSCX: VSMAX (1.32) vs SWSCX (0.21). 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 : 0.20 vs. SWSCX (-6.55). VSMAX return over 5 years is better than : 39.59 vs. SWSCX (25.13).
| 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 | 14.874 | 7.993 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 664M | 163B | 0% |
| Annual Yield % from dividends | 0.21 | 1.32 | 16% |
| Returns for 1 year | -6.55 | 0.20 | -3,318% |
| Returns for 3 years | 14.58 | 33.24 | 44% |
| Returns for 5 years | 25.13 | 39.59 | 63% |
| Returns for 10 years | 6.14 | 133.91 | 5% |
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