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SZCIX vs VSCPX
SZCIX vs VSCPX Comparison
Open Charts SZCIX vs VSCPX
DWS Small Cap Core Inst
Price$51.53
Change-$1.47 (-2.77%)
VolumeN/A
Net Assets855.83M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
SZCIX vs VSCPX Comparison Chart
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SZCIX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. SZCIX (856M). VSCPX pays higher dividends than SZCIX: VSCPX (1.44) vs SZCIX (0.69). SZCIX was incepted earlier than VSCPX: SZCIX (9 years) vs VSCPX (14 years). SZCIX (12.00) and VSCPX (12.00) have comparable annual turnover. SZCIX has a lower initial minimum investment than VSCPX: SZCIX (1000000) vs VSCPX (100000000). SZCIX annual gain was more profitable for investors over the last year : 12.71 vs. VSCPX (11.26). SZCIX return over 5 years is better than : 73.72 vs. VSCPX (44.50).
| SZCIX | VSCPX | SZCIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 2.181 | -0.301 | -725% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 161B | 1% |
| Annual Yield % from dividends | 0.69 | 1.44 | 48% |
| Returns for 1 year | 12.71 | 11.26 | 113% |
| Returns for 3 years | 20.73 | 18.87 | 110% |
| Returns for 5 years | 73.72 | 44.50 | 166% |
| Returns for 10 years | N/A | 105.88 | - |
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