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SZCIX vs VSCIX
SZCIX vs VSCIX Comparison
Open Charts SZCIX vs VSCIX
DWS Small Cap Core Inst
Price$52.89
Change-$0.44 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.70
Change-$0.59 (-0.49%)
VolumeN/A
CapitalizationN/A
SZCIX vs VSCIX Comparison Chart
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SZCIX vs. VSCIX commentary
Nov 14, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. SZCIX (895M). VSCIX pays higher dividends than SZCIX: VSCIX (1.43) vs SZCIX (0.69). SZCIX was incepted earlier than VSCIX: SZCIX (8 years) vs VSCIX (27 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 : 32.13 vs. SZCIX (27.91). SZCIX return over 5 years is better than : 88.32 vs. VSCIX (59.15).
| SZCIX | VSCIX | SZCIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 14.491 | 18.404 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 895M | 151B | 1% |
| Annual Yield % from dividends | 0.69 | 1.43 | 49% |
| Returns for 1 year | 27.91 | 32.13 | 87% |
| Returns for 3 years | 5.48 | 7.14 | 77% |
| Returns for 5 years | 88.32 | 59.15 | 149% |
| Returns for 10 years | N/A | 128.63 | - |