Interact to see
Advertisement
Advertisement
SWSSX vs VSMAX
SWSSX vs VSMAX Comparison
Open Charts SWSSX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SWSSX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SWSSX vs. VSMAX commentary
Jun 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SWSSX (6.25B). SWSSX pays higher dividends than VSMAX: SWSSX (1.78) vs VSMAX (1.48). 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). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. SWSSX (4.50). VSMAX return over 5 years is better than : 63.38 vs. SWSSX (45.74).
| SWSSX | VSMAX | SWSSX / VSMAX | |
| Total Expense Ratio | 0.04 | 0.05 | 80% |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 80% |
| Fund Existence | 28 years | 25 years | - |
| Gain YTD | -5.181 | -4.364 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.25B | 148B | 4% |
| Annual Yield % from dividends | 1.78 | 1.48 | 121% |
| Returns for 1 year | 4.50 | 5.22 | 86% |
| Returns for 3 years | 27.55 | 31.37 | 88% |
| Returns for 5 years | 45.74 | 63.38 | 72% |
| Returns for 10 years | 29.37 | 93.38 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement