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SZCAX vs VSMAX
SZCAX vs VSMAX Comparison
Open Charts SZCAX vs VSMAX
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
SZCAX vs VSMAX Comparison Chart
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SZCAX vs. VSMAX commentary
May 10, 2025
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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. SZCAX (825M). VSMAX pays higher dividends than SZCAX: VSMAX (1.56) vs SZCAX (0.44). SZCAX was incepted earlier than VSMAX: SZCAX (24 years) vs VSMAX (25 years). SZCAX (1.17) is less costly to investors than VSMAX (0.05). SZCAX is a more actively managed with annual turnover of: 29.00 vs. VSMAX (13.00). SZCAX has a lower initial minimum investment than VSMAX: SZCAX (1000) vs VSMAX (3000). SZCAX annual gain was more profitable for investors over the last year : 5.42 vs. VSMAX (-0.07). SZCAX return over 5 years is better than : 116.26 vs. VSMAX (65.26).
| SZCAX | VSMAX | SZCAX / VSMAX | |
| Total Expense Ratio | 1.17 | 0.05 | 2,340% |
| Annual Report Gross Expense Ratio | 1.17 | 0.05 | 2,340% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | -2.564 | -8.397 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 140B | 1% |
| Annual Yield % from dividends | 0.44 | 1.56 | 28% |
| Returns for 1 year | 5.42 | -0.07 | -7,527% |
| Returns for 3 years | 18.99 | 20.37 | 93% |
| Returns for 5 years | 116.26 | 65.26 | 178% |
| Returns for 10 years | 79.70 | 88.31 | 90% |