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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
Jun 18, 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: 91.5B vs. LZSMX (21.1M). LZSMX pays higher dividends than SFCWX: LZSMX (1.30) vs SFCWX (0.92). LZSMX was incepted earlier than SFCWX: LZSMX (29 years) vs SFCWX (9 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 : 42.29 vs. SFCWX (20.81). SFCWX return over 5 years is better than : 0.08 vs. LZSMX (-2.35).
| LZSMX | SFCWX | LZSMX / SFCWX | |
| Total Expense Ratio | 1.28 | 0.65 | 197% |
| Annual Report Gross Expense Ratio | 2.33 | 0.65 | 358% |
| Fund Existence | 29 years | 9 years | - |
| Gain YTD | 27.846 | 14.949 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 91.5B | 0% |
| Annual Yield % from dividends | 1.30 | 0.92 | 140% |
| Returns for 1 year | 42.29 | 20.81 | 203% |
| Returns for 3 years | 68.95 | 38.35 | 180% |
| Returns for 5 years | -2.35 | 0.08 | -3,126% |
| Returns for 10 years | 42.81 | N/A | - |
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