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SZCRX vs VSCPX
SZCRX vs VSCPX Comparison
Open Charts SZCRX vs VSCPX
Vanguard Small Cap Index InstlPlus
Price$308.99
Change+$4.81 (+1.58%)
VolumeN/A
Net Assets139.54B
SZCRX vs VSCPX Comparison Chart
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SZCRX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. SZCRX (825M). VSCPX pays higher dividends than SZCRX: VSCPX (1.58) vs SZCRX (0.83). SZCRX was incepted earlier than VSCPX: SZCRX (9 years) vs VSCPX (14 years). SZCRX (0.81) is less costly to investors than VSCPX (0.03). SZCRX is a more actively managed with annual turnover of: 29.00 vs. VSCPX (13.00). SZCRX has a lower initial minimum investment than VSCPX: SZCRX (0) vs VSCPX (100000000). SZCRX annual gain was more profitable for investors over the last year : 5.85 vs. VSCPX (-0.07). SZCRX return over 5 years is better than : 120.41 vs. VSCPX (65.30).
| SZCRX | VSCPX | SZCRX / VSCPX | |
| Total Expense Ratio | 0.81 | 0.03 | 2,700% |
| Annual Report Gross Expense Ratio | 0.81 | 0.03 | 2,700% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -2.418 | -8.394 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 825M | 140B | 1% |
| Annual Yield % from dividends | 0.83 | 1.58 | 52% |
| Returns for 1 year | 5.85 | -0.07 | -8,731% |
| Returns for 3 years | 20.38 | 20.38 | 100% |
| Returns for 5 years | 120.41 | 65.30 | 184% |
| Returns for 10 years | N/A | 88.40 | - |
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