SWSSX
Price
$39.71
Change
-$0.12 (-0.30%)
Updated
Nov 12 closing price
Net Assets
7.13B
VSMAX
Price
$122.65
Change
+$0.18 (+0.15%)
Updated
Nov 12 closing price
Net Assets
161.58B
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SWSSX vs VSMAX

Header iconSWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAXBanner chart's image
Schwab Small Cap Index
Price$39.71
Change-$0.12 (-0.30%)
VolumeN/A
Net Assets7.13B
Vanguard Small Cap Index Admiral Shares
Price$122.65
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
SWSSX vs VSMAX Comparison Chart in %
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VS
SWSSX vs. VSMAX commentary
Nov 14, 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 SWSSX is a Hold and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SWSSX (7.14B). SWSSX pays higher dividends than VSMAX: SWSSX (1.48) vs VSMAX (1.34). SWSSX was incepted earlier than VSMAX: SWSSX (29 years) vs VSMAX (25 years). VSMAX (0.05) is less costly to investors than SWSSX (0.04). SWSSX is a more actively managed with annual turnover of: 15.00 vs. VSMAX (13.00). SWSSX has a lower initial minimum investment than VSMAX: SWSSX (0) vs VSMAX (3000). SWSSX annual gain was more profitable for investors over the last year : 3.90 vs. VSMAX (1.45). VSMAX return over 5 years is better than : 48.41 vs. SWSSX (35.28).
SWSSXVSMAXSWSSX / VSMAX
Total Expense Ratio0.040.0580%
Annual Report Gross Expense Ratio0.040.0580%
Fund Existence29 years25 years-
Gain YTD11.2016.757166%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.14B162B4%
Annual Yield % from dividends1.481.34110%
Returns for 1 year3.901.45269%
Returns for 3 years34.9133.26105%
Returns for 5 years35.2848.4173%
Returns for 10 years67.03138.2848%
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