SWSSX
Price
$38.66
Change
+$0.19 (+0.49%)
Updated
Sep 5 closing price
Net Assets
6.99B
VSMAX
Price
$122.47
Change
+$0.86 (+0.71%)
Updated
Sep 5 closing price
Net Assets
161.26B
Interact to see
Advertisement

SWSSX vs VSMAX

Header iconSWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAXBanner chart's image
Schwab Small Cap Index
Price$38.66
Change+$0.19 (+0.49%)
VolumeN/A
Net Assets6.99B
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
SWSSX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
SWSSX vs. VSMAX commentary
Sep 08, 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 Buy and VSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. SWSSX (6.99B). SWSSX pays higher dividends than VSMAX: SWSSX (1.55) vs VSMAX (1.31). SWSSX was incepted earlier than VSMAX: SWSSX (28 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 (13.75) and VSMAX (13.64) have marching annual gain over last year. VSMAX return over 5 years is better than : 66.80 vs. SWSSX (49.99).
SWSSXVSMAXSWSSX / VSMAX
Total Expense Ratio0.040.0580%
Annual Report Gross Expense Ratio0.040.0580%
Fund Existence28 years25 years-
Gain YTD8.2616.527127%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.99B161B4%
Annual Yield % from dividends1.551.31118%
Returns for 1 year13.7513.64101%
Returns for 3 years38.3439.3597%
Returns for 5 years49.9966.8075%
Returns for 10 years60.94132.9046%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
LOCO10.460.07
+0.67%
El Pollo Loco Holdings
ONBPO25.220.08
+0.32%
Old National Bancorp
VMI377.910.43
+0.11%
Valmont Industries
LZB36.16-0.02
-0.06%
La-Z-Boy
ATNM1.58-0.11
-6.51%
Actinium Pharmaceuticals