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SZCRX vs VSCIX
SZCRX vs VSCIX Comparison
Open Charts SZCRX vs VSCIX
Vanguard Small Cap Index I
Price$99.26
Change+$0.84 (+0.85%)
VolumeN/A
Net Assets143.36B
SZCRX vs VSCIX Comparison Chart
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SZCRX vs. VSCIX commentary
Apr 18, 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: 143B vs. SZCRX (775M). VSCIX pays higher dividends than SZCRX: VSCIX (1.53) vs SZCRX (0.82). 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 (12.00). 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 : 4.45 vs. VSCIX (-2.39). SZCRX return over 5 years is better than : 129.11 vs. VSCIX (66.91).
| 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 | -5.965 | -14.447 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 143B | 1% |
| Annual Yield % from dividends | 0.82 | 1.53 | 54% |
| Returns for 1 year | 4.45 | -2.39 | -186% |
| Returns for 3 years | 8.75 | 0.57 | 1,524% |
| Returns for 5 years | 129.11 | 66.91 | 193% |
| Returns for 10 years | N/A | 73.72 | - |
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