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SZCRX vs VSCIX
SZCRX vs VSCIX Comparison
Open Charts SZCRX vs VSCIX
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
SZCRX vs VSCIX Comparison Chart
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SZCRX vs. VSCIX commentary
Feb 23, 2025
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 SZCRX is a Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. SZCRX (856M). VSCIX pays higher dividends than SZCRX: VSCIX (1.43) vs SZCRX (0.76). SZCRX was incepted earlier than VSCIX: SZCRX (9 years) vs VSCIX (28 years). SZCRX (12.00) and VSCIX (12.00) have comparable annual turnover. SZCRX has a lower initial minimum investment than VSCIX: SZCRX (0) vs VSCIX (5000000). SZCRX annual gain was more profitable for investors over the last year : 12.80 vs. VSCIX (11.25). SZCRX return over 5 years is better than : 74.27 vs. VSCIX (44.48).
| SZCRX | VSCIX | SZCRX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 2.200 | -0.304 | -724% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 856M | 161B | 1% |
| Annual Yield % from dividends | 0.76 | 1.43 | 53% |
| Returns for 1 year | 12.80 | 11.25 | 114% |
| Returns for 3 years | 20.97 | 18.86 | 111% |
| Returns for 5 years | 74.27 | 44.48 | 167% |
| Returns for 10 years | N/A | 105.81 | - |