Interact to see
Advertisement
Advertisement
SZCIX vs VSMAX
SZCIX vs VSMAX Comparison
Open Charts SZCIX vs VSMAX
SZCIX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SZCIX vs. VSMAX commentary
Aug 24, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. SZCIX (969M). 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 : 24.79 vs. SZCIX (9.23). VSMAX return over 5 years is better than : 42.24 vs. SZCIX (34.17).
| 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 | 11.973 | 18.382 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 183B | 1% |
| Annual Yield % from dividends | 0.37 | 1.21 | 31% |
| Returns for 1 year | 9.23 | 24.79 | 37% |
| Returns for 3 years | 37.94 | 58.30 | 65% |
| Returns for 5 years | 34.17 | 42.24 | 81% |
| Returns for 10 years | 127.29 | 157.13 | 81% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers