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LZISX vs SFCWX
LZISX vs SFCWX Comparison
Open Charts LZISX vs SFCWX
LZISX vs SFCWX Comparison Chart in %
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LZISX vs. SFCWX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LZISX is a Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 94.3B vs. LZISX (19.8M). LZISX pays higher dividends than SFCWX: LZISX (1.61) vs SFCWX (0.92). LZISX was incepted earlier than SFCWX: LZISX (33 years) vs SFCWX (10 years). LZISX (2.17) is less costly to investors than SFCWX (0.65). LZISX is a more actively managed with annual turnover of: 160.00 vs. SFCWX (41.00). LZISX has a lower initial minimum investment than SFCWX: LZISX (10000) vs SFCWX (1000000). LZISX annual gain was more profitable for investors over the last year : 27.36 vs. SFCWX (13.30). SFCWX return over 5 years is better than : -5.06 vs. LZISX (-9.02).
| LZISX | SFCWX | LZISX / SFCWX | |
| Total Expense Ratio | 1.03 | 0.65 | 158% |
| Annual Report Gross Expense Ratio | 2.17 | 0.65 | 334% |
| Fund Existence | 33 years | 10 years | - |
| Gain YTD | 18.697 | 10.588 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8M | 94.3B | 0% |
| Annual Yield % from dividends | 1.61 | 0.92 | 176% |
| Returns for 1 year | 27.36 | 13.30 | 206% |
| Returns for 3 years | 60.89 | 29.10 | 209% |
| Returns for 5 years | -9.02 | -5.06 | 178% |
| Returns for 10 years | 31.98 | N/A | - |
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