SWSSX
Price
$42.51
Change
+$2.53 (+6.33%)
Updated
Feb 3 closing price
Net Assets
7.77B
VSMAX
Price
$130.42
Change
+$7.86 (+6.41%)
Updated
Feb 3 closing price
Net Assets
162.31B
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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$42.51
Change+$2.53 (+6.33%)
VolumeN/A
Net Assets7.77B
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
SWSSX vs VSMAX Comparison Chart in %
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VS
SWSSX vs. VSMAX commentary
Feb 04, 2026

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 StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. SWSSX (7.77B). VSMAX (1.27) and SWSSX (1.22) have matching dividends . 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 : 18.91 vs. VSMAX (10.71). VSMAX return over 5 years is better than : 31.93 vs. SWSSX (18.37).
SWSSXVSMAXSWSSX / VSMAX
Total Expense Ratio0.040.0580%
Annual Report Gross Expense Ratio0.040.0580%
Fund Existence29 years25 years-
Gain YTD6.7555.535122%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets7.77B162B5%
Annual Yield % from dividends1.221.2796%
Returns for 1 year18.9110.71177%
Returns for 3 years39.4633.11119%
Returns for 5 years18.3731.9358%
Returns for 10 years122.92186.8766%
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