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SZCAX vs VRTIX
SZCAX vs VRTIX Comparison
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SZCAX vs VRTIX Comparison Chart in %
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SZCAX vs. VRTIX commentary
Sep 15, 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 SZCAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. SZCAX (906M). VRTIX pays higher dividends than SZCAX: VRTIX (1.10) vs SZCAX (0.00). SZCAX was incepted earlier than VRTIX: SZCAX (25 years) vs VRTIX (16 years). SZCAX (1.15) is less costly to investors than VRTIX (0.05). SZCAX is a more actively managed with annual turnover of: 16.00 vs. VRTIX (14.00). SZCAX has a lower initial minimum investment than VRTIX: SZCAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 21.55 vs. SZCAX (3.83). VRTIX return over 5 years is better than : 32.39 vs. SZCAX (23.90).
| SZCAX | VRTIX | SZCAX / VRTIX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 8.672 | 17.566 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 17.9B | 5% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 3.83 | 21.55 | 18% |
| Returns for 3 years | 33.35 | 59.04 | 56% |
| Returns for 5 years | 23.90 | 32.39 | 74% |
| Returns for 10 years | 117.21 | 147.17 | 80% |
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