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SZCCX vs VRTIX
SZCCX vs VRTIX Comparison
Open Charts SZCCX vs VRTIX
SZCCX vs VRTIX Comparison Chart in %
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SZCCX vs. VRTIX commentary
Sep 17, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.9B vs. SZCCX (893M). VRTIX pays higher dividends than SZCCX: VRTIX (1.10) 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 : 19.83 vs. SZCCX (2.38). VRTIX return over 5 years is better than : 30.74 vs. SZCCX (16.60).
| 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 | 6.680 | 16.238 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 17.9B | 5% |
| Annual Yield % from dividends | 0.00 | 1.10 | - |
| Returns for 1 year | 2.38 | 19.83 | 12% |
| Returns for 3 years | 27.91 | 57.24 | 49% |
| Returns for 5 years | 16.60 | 30.74 | 54% |
| Returns for 10 years | 91.96 | 144.37 | 64% |
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