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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
SZCIX vs. VSMAX commentary
Sep 15, 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: 185B vs. SZCIX (906M). VSMAX pays higher dividends than SZCIX: VSMAX (1.20) vs SZCIX (0.38). 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 : 14.06 vs. SZCIX (3.08). VSMAX return over 5 years is better than : 34.02 vs. SZCIX (26.55).
| 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 | 8.870 | 13.964 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 185B | 0% |
| Annual Yield % from dividends | 0.38 | 1.20 | 31% |
| Returns for 1 year | 3.08 | 14.06 | 22% |
| Returns for 3 years | 35.09 | 50.93 | 69% |
| Returns for 5 years | 26.55 | 34.02 | 78% |
| Returns for 10 years | 125.52 | 155.41 | 81% |
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