Schwab Fundamental US Small Company Index Fund (SFSNX) Alternatives
Schwab Fundamental US Small Company Index Fund (SFSNX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SFSNX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SFSNX
SFSNX charges 0.25% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SFSNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SFSNX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SFSNX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SFSNX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SFSNX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | SFSNX vs VSMAX |
Best Risk-Adjusted Alternatives to SFSNX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | SFSNX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SFSNX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SFSNX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SFSNX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SFSNX vs PRSVX |
Top Performing SFSNX Alternatives (YTD)
SFSNX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | SFSNX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SFSNX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SFSNX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SFSNX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SFSNX vs RIVSX |
Lowest Volatility Alternatives to SFSNX
SFSNX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | SFSNX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SFSNX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SFSNX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SFSNX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SFSNX vs CSMDX |
Lowest Drawdown Alternatives to SFSNX
SFSNX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | SFSNX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SFSNX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SFSNX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SFSNX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SFSNX vs BOSOX |
Other Mutual Funds from Charles Schwab
Most popular Charles Schwab mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 46 | -7.07% | May 19, 1997 | SFSNX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SFSNX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SFSNX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SFSNX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SFSNX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SFSNX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SFSNX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SFSNX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SFSNX vs SFLNX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 93 | 4.82% | Apr 1, 2007 | SFSNX vs SFNNX |
Often Compared With SFSNX
What investors most often compare with SFSNX, based on PortfoliosLab usage data.
Compare SFSNX with Any Fund or Stock
Compare SFSNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.