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SZCIX vs VSCPX
SZCIX vs VSCPX Comparison
Open Charts SZCIX vs VSCPX
DWS Small Cap Core Inst
Price$46.94
Change+$0.71 (+1.54%)
VolumeN/A
Net Assets760.38M
Vanguard Small Cap Index InstlPlus
Price$284.58
Change+$3.99 (+1.42%)
VolumeN/A
Net Assets143.36B
SZCIX vs VSCPX Comparison Chart
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SZCIX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. SZCIX (760M). VSCPX pays higher dividends than SZCIX: VSCPX (1.54) vs SZCIX (0.75). SZCIX was incepted earlier than VSCPX: SZCIX (9 years) vs VSCPX (14 years). SZCIX (0.88) is less costly to investors than VSCPX (0.03). SZCIX is a more actively managed with annual turnover of: 29.00 vs. VSCPX (12.00). 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 : -0.55 vs. VSCPX (-7.79). SZCIX return over 5 years is better than : 118.97 vs. VSCPX (63.92).
| SZCIX | VSCPX | SZCIX / VSCPX | |
| Total Expense Ratio | 0.88 | 0.03 | 2,933% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -8.328 | -15.498 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 760M | 143B | 1% |
| Annual Yield % from dividends | 0.75 | 1.54 | 48% |
| Returns for 1 year | -0.55 | -7.79 | 7% |
| Returns for 3 years | 7.08 | -0.21 | -3,397% |
| Returns for 5 years | 118.97 | 63.92 | 186% |
| Returns for 10 years | N/A | 71.49 | - |
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