BERWX vs SWSSX

Both BERWX and SWSSX are mutual funds. Below is the comparison between BERWX and SWSSX.

BERWX SWSSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family N/A Schwab Funds
Net Assets N/A $5.54B
Expense Ratio N/A 0.04%
Management Style active passive (index-based)
Dividend Yield N/A 1.40%
Minimum Investment $1,000.00 $1,000.00
YTD Return N/A -20.66%
1-Year Return N/A -11.44%
3-Year Return N/A 6.54%
5-Year Return N/A 6.75%
10-Year Return N/A 10.54%

BERWX

BERWX description

null

BERWX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
BERWX expense ratio is N/A.

BERWX holdings

Top 10 Holdings (31.03% of Total Assets)

Name Symbol % Assets
Hallmark Financial Services Inc HALL 4.27%
Hooker Furniture Corp HOFT 3.86%
Myriad Genetics Inc MYGN 3.29%
M.D.C. Holdings Inc MDC 2.99%
McDermott International Inc MDR 2.83%
Quality Systems Inc QSII 2.79%
Ashford Hospitality Trust Inc AHT 2.79%
Carpenter Technology Corp CRS 2.76%
KMG Chemicals Inc KMG 2.73%
Flagstar Bancorp Inc FBC 2.72%

BERWX pros

The following are BERWX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

BERWX cons

The following are BERWX weaknesses from our perspective:

  • BERWX net assets are $0.00 million. This fund is not a popular choice with retail investors.

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SWSSX

SWSSX description

The Fund seeks to track the total return of the Schwab Small-Cap Index. The Index includes the common stocks of the second-largest 1,000 publicly traded companies in the United States.

SWSSX performance & returns

YTD Return -20.66%
1-Month Return -12.90%
3-Month Return -11.44%
1-Year Return -11.44%
3-Year Return 6.54%
5-Year Return 6.75%
10-Year Return 10.54%
SWSSX expense ratio is 0.04%.

SWSSX holdings

Top 10 Holdings (3.94% of Total Assets)

Name Symbol % Assets
Penn National Gaming Inc PENN 0.58%
Sunrun Inc RUN 0.48%
E-Mini Russ 2000 Dec20 Xcme 20201218 N/A 0.42%
Caesars Entertainment Inc CZR 0.41%
MyoKardia Inc MYOK 0.36%
Novavax Inc NVAX 0.35%
LHC Group Inc LHCG 0.34%
iRhythm Technologies Inc IRTC 0.34%
Mirati Therapeutics Inc MRTX 0.33%
Churchill Downs Inc CHDN 0.33%

SWSSX pros

The following are SWSSX strengths from our perspective:

  • SWSSX 3-year return is 6.54%, which is higher than the 3-year return of the benchmark index (Russell 2000 TR USD), 6.47%.
  • SWSSX 5-year return is 6.75%, which is higher than the 5-year return of the benchmark index (Russell 2000 TR USD), 6.69%.
  • SWSSX 10-year return is 10.54%, which is higher than the 10-year return of the benchmark index (Russell 2000 TR USD), 10.49%.
  • SWSSX 15-year return is 7.16%, which is higher than the 15-year return of the benchmark index (Russell 2000 TR USD), 6.68%.
  • SWSSX expense ratio is 0.04%, which is considered low. Nice job picking a low-cost fund.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

SWSSX cons

None that we could think of.

Other relevant SWSSX comparisons

You may also want to check out the following SWSSX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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