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LZSMX vs SMCWX
LZSMX vs SMCWX Comparison
Open Charts LZSMX vs SMCWX
LZSMX vs SMCWX Comparison Chart in %
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LZSMX vs. SMCWX commentary
Sep 13, 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 SMCWX is a Buy.
FUNDAMENTALS
Fundamentals
SMCWX has more cash in the bank: 91.4B vs. LZSMX (18.8M). LZSMX pays higher dividends than SMCWX: LZSMX (0.90) vs SMCWX (0.60). LZSMX was incepted earlier than SMCWX: LZSMX (30 years) vs SMCWX (36 years). LZSMX (2.33) is less costly to investors than SMCWX (1.03). LZSMX is a more actively managed with annual turnover of: 160.00 vs. SMCWX (41.00). SMCWX has a lower initial minimum investment than LZSMX: SMCWX (250) vs LZSMX (2500). LZSMX annual gain was more profitable for investors over the last year : 16.15 vs. SMCWX (8.99). SMCWX return over 5 years is better than : -9.27 vs. LZSMX (-16.57).
| LZSMX | SMCWX | LZSMX / SMCWX | |
| Total Expense Ratio | 1.28 | 1.03 | 124% |
| Annual Report Gross Expense Ratio | 2.33 | 1.03 | 226% |
| Fund Existence | 30 years | 36 years | - |
| Gain YTD | 16.745 | 12.294 | 136% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.8M | 91.4B | 0% |
| Annual Yield % from dividends | 0.90 | 0.60 | 152% |
| Returns for 1 year | 16.15 | 8.99 | 180% |
| Returns for 3 years | 63.25 | 37.46 | 169% |
| Returns for 5 years | -16.57 | -9.27 | 179% |
| Returns for 10 years | 31.15 | 83.28 | 37% |
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