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LZISX vs SMCWX
LZISX vs SMCWX Comparison
Open Charts LZISX vs SMCWX
LZISX vs SMCWX Comparison Chart in %
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LZISX vs. SMCWX commentary
Jul 14, 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 Buy and SMCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 94.3B vs. LZISX (20.2M). LZISX pays higher dividends than SMCWX: LZISX (1.47) vs SMCWX (0.58). LZISX was incepted earlier than SMCWX: LZISX (33 years) vs SMCWX (36 years). LZISX (2.17) is less costly to investors than SMCWX (1.03). LZISX is a more actively managed with annual turnover of: 160.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than LZISX: SMCWX (250) vs LZISX (10000). LZISX annual gain was more profitable for investors over the last year : 33.31 vs. SMCWX (13.82). LZISX return over 5 years is better than : -3.76 vs. SMCWX (-4.05).
| LZISX | SMCWX | LZISX / SMCWX | |
| Total Expense Ratio | 1.03 | 1.03 | 100% |
| Annual Report Gross Expense Ratio | 2.17 | 1.03 | 211% |
| Fund Existence | 33 years | 36 years | - |
| Gain YTD | 24.740 | 12.021 | 206% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 10000 | 250 | 4,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.2M | 94.3B | 0% |
| Annual Yield % from dividends | 1.47 | 0.58 | 255% |
| Returns for 1 year | 33.31 | 13.82 | 241% |
| Returns for 3 years | 67.27 | 30.02 | 224% |
| Returns for 5 years | -3.76 | -4.05 | 93% |
| Returns for 10 years | 42.10 | 87.59 | 48% |
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