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SZCIX vs VSMAX
SZCIX vs VSMAX Comparison
Open Charts SZCIX vs VSMAX
DWS Small Cap Core Inst
Price$49.64
Change-$0.24 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
SZCIX vs VSMAX Comparison Chart
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SZCIX vs. VSMAX commentary
Sep 21, 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 StrongSell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SZCIX (844M). VSMAX pays higher dividends than SZCIX: VSMAX (1.42) vs SZCIX (0.69). SZCIX was incepted earlier than VSMAX: SZCIX (8 years) vs VSMAX (24 years). SZCIX (12.00) and VSMAX (12.00) have comparable annual turnover. VSMAX has a lower initial minimum investment than SZCIX: VSMAX (3000) vs SZCIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. SZCIX (15.66). SZCIX return over 5 years is better than : 79.34 vs. VSMAX (53.45).
| SZCIX | VSMAX | SZCIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 5.474 | 10.898 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 149B | 1% |
| Annual Yield % from dividends | 0.69 | 1.42 | 49% |
| Returns for 1 year | 15.66 | 25.54 | 61% |
| Returns for 3 years | 7.99 | 8.91 | 90% |
| Returns for 5 years | 79.34 | 53.45 | 148% |
| Returns for 10 years | N/A | 121.55 | - |
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