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SZCIX vs VSCIX
SZCIX vs VSCIX Comparison
Open Charts SZCIX vs VSCIX
DWS Small Cap Core Inst
Price$46.94
Change+$0.71 (+1.54%)
VolumeN/A
Net Assets760.38M
Vanguard Small Cap Index I
Price$98.60
Change+$1.39 (+1.43%)
VolumeN/A
Net Assets143.36B
SZCIX vs VSCIX Comparison Chart
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SZCIX vs. VSCIX commentary
Apr 12, 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. SZCIX (760M). VSCIX pays higher dividends than SZCIX: VSCIX (1.53) vs SZCIX (0.75). SZCIX was incepted earlier than VSCIX: SZCIX (9 years) vs VSCIX (28 years). SZCIX (0.88) is less costly to investors than VSCIX (0.04). SZCIX is a more actively managed with annual turnover of: 29.00 vs. VSCIX (12.00). 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 : -0.55 vs. VSCIX (-7.79). SZCIX return over 5 years is better than : 118.97 vs. VSCIX (63.90).
| SZCIX | VSCIX | SZCIX / VSCIX | |
| Total Expense Ratio | 0.88 | 0.04 | 2,200% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -8.328 | -15.499 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 760M | 143B | 1% |
| Annual Yield % from dividends | 0.75 | 1.53 | 49% |
| Returns for 1 year | -0.55 | -7.79 | 7% |
| Returns for 3 years | 7.08 | -0.22 | -3,241% |
| Returns for 5 years | 118.97 | 63.90 | 186% |
| Returns for 10 years | N/A | 71.44 | - |
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