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SZCRX vs VSCIX
SZCRX vs VSCIX Comparison
Open Charts SZCRX vs VSCIX
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
SZCRX vs VSCIX Comparison Chart
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SZCRX vs. VSCIX commentary
May 09, 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 Buy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. SZCRX (825M). VSCIX pays higher dividends than SZCRX: VSCIX (1.57) vs SZCRX (0.83). SZCRX was incepted earlier than VSCIX: SZCRX (9 years) vs VSCIX (28 years). SZCRX (0.81) is less costly to investors than VSCIX (0.04). SZCRX is a more actively managed with annual turnover of: 29.00 vs. VSCIX (13.00). 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 : 5.85 vs. VSCIX (-0.06). SZCRX return over 5 years is better than : 120.41 vs. VSCIX (65.30).
| SZCRX | VSCIX | SZCRX / VSCIX | |
| Total Expense Ratio | 0.81 | 0.04 | 2,025% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | -2.418 | -8.389 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 140B | 1% |
| Annual Yield % from dividends | 0.83 | 1.57 | 53% |
| Returns for 1 year | 5.85 | -0.06 | -9,701% |
| Returns for 3 years | 20.38 | 20.38 | 100% |
| Returns for 5 years | 120.41 | 65.30 | 184% |
| Returns for 10 years | N/A | 88.39 | - |
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