SFSNX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to SFSNX

SFSNX charges 0.25% annually. There are 18 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.

Symbol	Name	Expense Ratio	AUM	Inception
FSSNX	Fidelity Small Cap Index Fund	0.03%	—	Sep 2011	SFSNX vs FSSNX
VSCPX	Vanguard Small-Cap Index Fund Institutional Plus S...	0.03%	—	Dec 2010	SFSNX vs VSCPX
SWSSX	Schwab Small-Cap Index Fund-Select Shares	0.04%	7.51B	May 1997	SFSNX vs SWSSX
VSCIX	Vanguard Small-Cap Index Fund Institutional Shares	0.04%	177.40B	Jul 1997	SFSNX vs VSCIX
TISBX	TIAA-CREF Small-Cap Blend Index Fund	0.05%	—	Oct 2002	SFSNX vs TISBX

Best Risk-Adjusted Alternatives to SFSNX

SFSNX has a PortfoliosLab risk / return rank of 55. There are 83 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
MOPIX	MainStay WMC Small Companies Fund	91	—	Jan 1987	SFSNX vs MOPIX
AUERX	Auer Growth Fund	90	—	Dec 2007	SFSNX vs AUERX
RIVSX	River Oak Discovery Fund	90	—	Jun 2005	SFSNX vs RIVSX
WESCX	TETON Westwood SmallCap Equity Fund	89	—	Apr 1997	SFSNX vs WESCX
WWSIX	Keeley Small Cap Fund Class Institutional	89	—	Apr 1997	SFSNX vs WWSIX

Top Performing SFSNX Alternatives (YTD)

SFSNX is at 15.97% YTD. There are 95 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.

Symbol	Name	YTD Return	AUM	Inception
RYOTX	Royce Micro Cap Series Fund	37.74%	—	Dec 1991	SFSNX vs RYOTX
RIVSX	River Oak Discovery Fund	32.82%	—	Jun 2005	SFSNX vs RIVSX
PVIVX	Paradigm Micro-cap Fund	32.57%	—	Dec 2007	SFSNX vs PVIVX
HDPSX	Hodges Small Cap Fund	31.07%	—	Dec 2007	SFSNX vs HDPSX
MOPIX	MainStay WMC Small Companies Fund	27.70%	—	Jan 1987	SFSNX vs MOPIX

Lowest Volatility Alternatives to SFSNX

SFSNX has 17.10% 1-year volatility. There are 43 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.

Symbol	Name	Volatility 1Y	AUM	Inception
HFCGX	Hennessy Cornerstone Growth Fund	12.96%	—	Nov 1996	SFSNX vs HFCGX
DFISX	DFA International Small Company Portfolio	13.77%	—	Sep 1996	SFSNX vs DFISX
SSLCX	DWS Small Cap Core Fund	14.28%	—	Jul 2000	SFSNX vs SSLCX
CSMDX	Copeland SMID Cap Dividend Growth Fund	14.46%	—	Feb 2017	SFSNX vs CSMDX
BOSOX	Boston Trust Small Cap Fund	15.10%	—	—	SFSNX vs BOSOX

Lowest Drawdown Alternatives to SFSNX

SFSNX has a 1-year max drawdown of -9.43%. There are 59 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
IPSIX	Voya Index Plus SmallCap Portfolio	-7.63%	—	Dec 1997	SFSNX vs IPSIX
HFCGX	Hennessy Cornerstone Growth Fund	-7.82%	—	Nov 1996	SFSNX vs HFCGX
VSTCX	Vanguard Strategic Small-Cap Equity Fund	-8.08%	2.80B	Apr 2006	SFSNX vs VSTCX
DFSCX	DFA U.S. Micro Cap Portfolio	-8.17%	—	Dec 1981	SFSNX vs DFSCX
BIAUX	Brown Advisory Small-Cap Fundamental Value Fund	-8.22%	—	Dec 2008	SFSNX vs BIAUX

Other Mutual Funds from Charles Schwab

The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 7 categories. AUM among these funds goes as high as $249B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	73	11.69%	145.00B	May 1997	SFSNX vs SWPPX
SWVXX	Schwab Prime Advantage Money Fund Investor Shares	Money Market	—	1.45%	248.87B	Apr 1992	SFSNX vs SWVXX
SWTSX	Schwab Total Stock Market Index Fund	Large Cap Blend Equities	71	12.02%	43.45B	Jun 1999	SFSNX vs SWTSX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	Large Cap Growth Equities	32	8.61%	5.10B	Dec 2017	SFSNX vs SWLGX
SWISX	Schwab International Index Fund	Foreign Large Cap Equities	26	9.54%	14.43B	May 1997	SFSNX vs SWISX
SWAGX	Schwab U.S. Aggregate Bond Index Fund	Total Bond Market	21	0.38%	8.21B	—	SFSNX vs SWAGX
SNXFX	Schwab 1000 Index Fund	Large Cap Blend Equities	70	11.89%	22.44B	Apr 1991	SFSNX vs SNXFX
SWLSX	Schwab Large-Cap Growth Fund™	Large Cap Growth Equities	35	11.17%	628.62M	Oct 2005	SFSNX vs SWLSX
SFLNX	Schwab Fundamental US Large Company Index Fund	Large Cap Value Equities	92	14.66%	12.67B	Apr 2007	SFSNX vs SFLNX
SFNNX	Schwab Fundamental International Large Company Ind...	Foreign Large Cap Equities	86	21.53%	5.14B	Apr 2007	SFSNX vs SFNNX

Often Compared With SFSNX

Investors most often compare SFSNX with AVUV, VBR, NEAGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AVUV	Avantis US Small Cap Value ETF	Small Cap Value Equities	67	17.96%	26.41B	Sep 2019	SFSNX vs AVUV
VBR	Vanguard Small-Cap Value ETF	Small Cap Value Equities	52	11.67%	64.90B	Jan 2004	SFSNX vs VBR
NEAGX	Needham Aggressive Growth Fund	Small Cap Growth Equities	94	59.55%	—	Sep 2001	SFSNX vs NEAGX
TSCGX	Thrivent Small Cap Growth Fund	Small Cap Growth Equities	34	18.27%	—	Feb 2018	SFSNX vs TSCGX
FSLCX	Fidelity Small Cap Stock Fund	Small Cap Blend Equities	45	16.37%	—	Mar 1998	SFSNX vs FSLCX
ISCG	iShares Morningstar Small-Cap Growth ETF	Small Cap Growth Equities	50	12.92%	965.03M	Jun 2004	SFSNX vs ISCG
IWO	iShares Russell 2000 Growth ETF	Small Cap Growth Equities	49	16.75%	14.73B	Jul 2000	SFSNX vs IWO
GABSX	Gabelli Small Cap Growth Fund	Small Cap Blend Equities	30	10.16%	—	Oct 1991	SFSNX vs GABSX
SWBGX	Schwab MarketTrack Balanced Portfolio™	Diversified Portfolio	73	7.84%	—	Nov 1995	SFSNX vs SWBGX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	SFSNX vs VOO
MMSIX	Praxis Small Cap Index Fund	Small Cap Blend Equities	45	14.92%	—	May 2007	SFSNX vs MMSIX
NSIDX	Northern Small Cap Index Fund	Small Cap Blend Equities	65	18.68%	—	Sep 1999	SFSNX vs NSIDX
VB	Vanguard Small-Cap ETF	Small Cap Blend Equities	56	14.16%	177.40B	Jan 2004	SFSNX vs VB
AVSC	Avantis US Small Cap Equity ETF	Small Cap Value Equities	70	16.85%	2.67B	Jan 2022	SFSNX vs AVSC
SWMCX	Schwab U.S. Mid-Cap Index Fund	Mid Cap Blend Equities	43	12.72%	2.70B	Dec 2017	SFSNX vs SWMCX
DFEQX	DFA Short-Term Extended Quality Portfolio	Short-Term Bond	96	1.40%	—	Mar 2009	SFSNX vs DFEQX
DFIVX	DFA International Value Portfolio	Foreign Large Cap Equities	78	13.29%	—	Feb 1994	SFSNX vs DFIVX
VIOG	Vanguard S&P Small-Cap 600 Growth ETF	Small Cap Growth Equities	49	15.37%	966.30M	Sep 2010	SFSNX vs VIOG
SFILX	Schwab Fundamental International Small Company Ind...	Foreign Small & Mid Cap Equities	47	11.83%	—	Jan 2008	SFSNX vs SFILX
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	SFSNX vs SPY

Compare SFSNX with Any Fund or Stock

Compare SFSNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair SFSNX with funds that move differently

Schwab Fundamental US Small Company Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SFSNX.

Explore SFSNX Diversifiers

Schwab Fundamental US Small Company Index Fund (SFSNX) Alternatives