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SZCAX vs VSMAX
SZCAX vs VSMAX Comparison
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SZCAX vs VSMAX Comparison Chart in %
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SZCAX vs. VSMAX commentary
Jul 14, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. SZCAX (1.1B). VSMAX pays higher dividends than SZCAX: VSMAX (1.18) vs SZCAX (0.00). SZCAX was incepted earlier than VSMAX: SZCAX (25 years) vs VSMAX (26 years). SZCAX (1.15) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. SZCAX (16.00). SZCAX has a lower initial minimum investment than VSMAX: SZCAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 23.38 vs. SZCAX (13.65). VSMAX return over 5 years is better than : 38.56 vs. SZCAX (35.44).
| SZCAX | VSMAX | SZCAX / VSMAX | |
| Total Expense Ratio | 1.15 | 0.05 | 2,300% |
| Annual Report Gross Expense Ratio | 1.15 | 0.05 | 2,300% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 14.225 | 15.756 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 189B | 1% |
| Annual Yield % from dividends | 0.00 | 1.18 | - |
| Returns for 1 year | 13.65 | 23.38 | 58% |
| Returns for 3 years | 40.61 | 48.24 | 84% |
| Returns for 5 years | 35.44 | 38.56 | 92% |
| Returns for 10 years | 128.13 | 158.07 | 81% |
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