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 | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | SFSNX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | SFSNX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | SFSNX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | SFSNX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | SFSNX vs VSMAX |
Best Risk-Adjusted Alternatives to SFSNX
SFSNX has a PortfoliosLab risk / return rank of 59. There are 98 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | SFSNX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | SFSNX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | SFSNX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | SFSNX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | SFSNX vs RYOTX |
Top Performing SFSNX Alternatives (YTD)
SFSNX is at 17.61% YTD. There are 112 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | SFSNX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | SFSNX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | SFSNX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | SFSNX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | SFSNX vs HASCX |
Lowest Volatility Alternatives to SFSNX
SFSNX has 17.44% 1-year volatility. There are 46 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | SFSNX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | SFSNX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | SFSNX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | SFSNX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | 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 | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | SFSNX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | SFSNX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | SFSNX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | SFSNX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | SFSNX vs SSCDX |
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 $248B.
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.
Compare SFSNX with Any Fund or Stock
Compare SFSNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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