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SZCIX vs VSCIX
SZCIX vs VSCIX Comparison
Open Charts SZCIX vs VSCIX
DWS Small Cap Core Inst
Price$52.55
Change+$0.05 (+0.10%)
VolumeN/A
Net Assets888.25M
Vanguard Small Cap Index I
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
SZCIX vs VSCIX Comparison Chart
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SZCIX vs. VSCIX commentary
Jan 19, 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: 155B vs. SZCIX (888M). 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). VSCIX annual gain was more profitable for investors over the last year : 21.27 vs. SZCIX (16.85). SZCIX return over 5 years is better than : 73.77 vs. VSCIX (49.01).
| 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 | 4.204 | 3.378 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 888M | 155B | 1% |
| Annual Yield % from dividends | 0.69 | 1.43 | 49% |
| Returns for 1 year | 16.85 | 21.27 | 79% |
| Returns for 3 years | 17.21 | 17.25 | 100% |
| Returns for 5 years | 73.77 | 49.01 | 151% |
| Returns for 10 years | N/A | 127.16 | - |
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