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SZCIX vs VSCIX
SZCIX vs VSCIX Comparison
Open Charts SZCIX vs VSCIX
DWS Small Cap Core Inst
Price$51.53
Change-$1.47 (-2.77%)
VolumeN/A
Net Assets855.83M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
SZCIX vs VSCIX Comparison Chart
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SZCIX vs. VSCIX commentary
Feb 23, 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 SZCIX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. SZCIX (856M). VSCIX pays higher dividends than SZCIX: VSCIX (1.43) vs SZCIX (0.69). SZCIX was incepted earlier than VSCIX: SZCIX (9 years) vs VSCIX (28 years). SZCIX (12.00) and VSCIX (12.00) have comparable annual turnover. SZCIX has a lower initial minimum investment than VSCIX: SZCIX (1000000) vs VSCIX (5000000). SZCIX annual gain was more profitable for investors over the last year : 12.71 vs. VSCIX (11.25). SZCIX return over 5 years is better than : 73.72 vs. VSCIX (44.48).
| SZCIX | VSCIX | SZCIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.181 | -0.304 | -718% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 161B | 1% |
| Annual Yield % from dividends | 0.69 | 1.43 | 49% |
| Returns for 1 year | 12.71 | 11.25 | 113% |
| Returns for 3 years | 20.73 | 18.86 | 110% |
| Returns for 5 years | 73.72 | 44.48 | 166% |
| Returns for 10 years | N/A | 105.81 | - |