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LZSMX vs SFCWX
LZSMX vs SFCWX Comparison
Open Charts LZSMX vs SFCWX
LZSMX vs SFCWX Comparison Chart in %
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LZSMX vs. SFCWX commentary
Aug 23, 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 LZSMX is a Hold and SFCWX is a Hold.
FUNDAMENTALS
Fundamentals
SFCWX has more cash in the bank: 89B vs. LZSMX (20.3M). LZSMX pays higher dividends than SFCWX: LZSMX (1.40) vs SFCWX (0.92). LZSMX was incepted earlier than SFCWX: LZSMX (30 years) vs SFCWX (10 years). LZSMX (2.33) is less costly to investors than SFCWX (0.65). LZSMX is a more actively managed with annual turnover of: 160.00 vs. SFCWX (41.00). LZSMX has a lower initial minimum investment than SFCWX: LZSMX (2500) vs SFCWX (1000000). LZSMX annual gain was more profitable for investors over the last year : 24.60 vs. SFCWX (15.74). SFCWX return over 5 years is better than : -0.82 vs. LZSMX (-8.17).
| LZSMX | SFCWX | LZSMX / SFCWX | |
| Total Expense Ratio | 1.28 | 0.65 | 197% |
| Annual Report Gross Expense Ratio | 2.33 | 0.65 | 358% |
| Fund Existence | 30 years | 10 years | - |
| Gain YTD | 22.107 | 14.869 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3M | 89B | 0% |
| Annual Yield % from dividends | 1.40 | 0.92 | 152% |
| Returns for 1 year | 24.60 | 15.74 | 156% |
| Returns for 3 years | 71.18 | 42.31 | 168% |
| Returns for 5 years | -8.17 | -0.82 | 995% |
| Returns for 10 years | 34.50 | N/A | - |
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