Schwab Small-Cap Equity Fund™ (SWSCX) Alternatives
Schwab Small-Cap Equity Fund™ (SWSCX) 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 SWSCX. 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 SWSCX
SWSCX charges 1.08% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among SWSCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | SWSCX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | SWSCX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | SWSCX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | SWSCX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | SWSCX vs TISBX |
Best Risk-Adjusted Alternatives to SWSCX
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 | SWSCX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | SWSCX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | SWSCX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | SWSCX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | SWSCX vs PRSVX |
Top Performing SWSCX Alternatives (YTD)
SWSCX 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 | SWSCX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | SWSCX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | SWSCX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | SWSCX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | SWSCX vs RIVSX |
Lowest Volatility Alternatives to SWSCX
SWSCX 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 | SWSCX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | SWSCX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | SWSCX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | SWSCX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | SWSCX vs CSMDX |
Lowest Drawdown Alternatives to SWSCX
SWSCX 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 | SWSCX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | SWSCX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | SWSCX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | SWSCX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | SWSCX 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 | SWSCX vs SWPPX | |
| Schwab Value Advantage Money Fund | Money Market | — | 0.57% | Aug 27, 1993 | SWSCX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | Jun 1, 1999 | SWSCX vs SWTSX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 62 | -1.95% | May 19, 1997 | SWSCX vs SWISX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.06% | Dec 20, 2017 | SWSCX vs SWLGX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 55 | -0.44% | — | SWSCX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 44 | -6.94% | Apr 2, 1991 | SWSCX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 30 | -12.73% | Oct 3, 2005 | SWSCX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 67 | 0.72% | Apr 2, 2007 | SWSCX vs SFLNX | |
| Schwab Fundamental International Large Company Ind... | Foreign Large Cap Equities | 93 | 4.82% | Apr 1, 2007 | SWSCX vs SFNNX |
Often Compared With SWSCX
What investors most often compare with SWSCX, based on PortfoliosLab usage data.
Compare SWSCX with Any Fund or Stock
Compare SWSCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.