Interact to see
Advertisement
Advertisement
SZCCX vs VRTIX
SZCCX vs VRTIX Comparison
Open Charts SZCCX vs VRTIX
SZCCX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SZCCX vs. VRTIX commentary
Jul 31, 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 SZCCX is a Buy and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. SZCCX (1.07B). VRTIX pays higher dividends than SZCCX: VRTIX (1.08) vs SZCCX (0.00). SZCCX was incepted earlier than VRTIX: SZCCX (25 years) vs VRTIX (16 years). SZCCX (1.94) is less costly to investors than VRTIX (0.05). SZCCX is a more actively managed with annual turnover of: 16.00 vs. VRTIX (14.00). SZCCX has a lower initial minimum investment than VRTIX: SZCCX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 32.16 vs. SZCCX (10.31). VRTIX return over 5 years is better than : 35.13 vs. SZCCX (24.86).
| SZCCX | VRTIX | SZCCX / VRTIX | |
| Total Expense Ratio | 1.94 | 0.05 | 3,880% |
| Annual Report Gross Expense Ratio | 1.94 | 0.05 | 3,880% |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 11.787 | 19.357 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 18.6B | 6% |
| Annual Yield % from dividends | 0.00 | 1.08 | - |
| Returns for 1 year | 10.31 | 32.16 | 32% |
| Returns for 3 years | 31.48 | 50.90 | 62% |
| Returns for 5 years | 24.86 | 35.13 | 71% |
| Returns for 10 years | 98.57 | 152.48 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement