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SZCIX vs VSMAX
SZCIX vs VSMAX Comparison
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SZCIX vs VSMAX Comparison Chart in %
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VS
VS
SZCIX vs. VSMAX commentary
Aug 03, 2026
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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 189B vs. SZCIX (1.04B). VSMAX pays higher dividends than SZCIX: VSMAX (1.21) vs SZCIX (0.37). SZCIX was incepted earlier than VSMAX: SZCIX (10 years) vs VSMAX (26 years). SZCIX (0.86) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. SZCIX (16.00). 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 : 22.58 vs. SZCIX (12.34). VSMAX return over 5 years is better than : 35.11 vs. SZCIX (31.97).
| SZCIX | VSMAX | SZCIX / VSMAX | |
| Total Expense Ratio | 0.86 | 0.05 | 1,720% |
| Annual Report Gross Expense Ratio | 0.86 | 0.05 | 1,720% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 11.149 | 14.588 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 189B | 1% |
| Annual Yield % from dividends | 0.37 | 1.21 | 31% |
| Returns for 1 year | 12.34 | 22.58 | 55% |
| Returns for 3 years | 34.16 | 43.42 | 79% |
| Returns for 5 years | 31.97 | 35.11 | 91% |
| Returns for 10 years | 130.24 | 155.96 | 84% |
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