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SZCIX vs VSMAX
SZCIX vs VSMAX Comparison
Open Charts SZCIX vs VSMAX
SZCIX vs VSMAX Comparison Chart in %
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SZCIX vs. VSMAX commentary
Jul 14, 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 (1.1B). VSMAX pays higher dividends than SZCIX: VSMAX (1.18) vs SZCIX (0.35). 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 : 23.38 vs. SZCIX (14.04). VSMAX (38.56) and SZCIX (37.70) have equivalent 5 years return.
| 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 | 14.406 | 15.756 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 189B | 1% |
| Annual Yield % from dividends | 0.35 | 1.18 | 30% |
| Returns for 1 year | 14.04 | 23.38 | 60% |
| Returns for 3 years | 41.92 | 48.24 | 87% |
| Returns for 5 years | 37.70 | 38.56 | 98% |
| Returns for 10 years | 136.09 | 158.07 | 86% |
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