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SZCRX vs VSCPX
SZCRX vs VSCPX Comparison
Open Charts SZCRX vs VSCPX
Vanguard Small Cap Index InstlPlus
Price$307.96
Change-$8.03 (-2.54%)
VolumeN/A
Net Assets153.45B
SZCRX vs VSCPX Comparison Chart
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SZCRX vs. VSCPX commentary
Mar 11, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. SZCRX (823M). VSCPX pays higher dividends than SZCRX: VSCPX (1.34) vs SZCRX (0.78). 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 (12.00). 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 : 5.35 vs. VSCPX (2.83). SZCRX return over 5 years is better than : 129.25 vs. VSCPX (81.68).
| 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 | -1.962 | -4.928 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 153B | 1% |
| Annual Yield % from dividends | 0.78 | 1.34 | 59% |
| Returns for 1 year | 5.35 | 2.83 | 189% |
| Returns for 3 years | 15.86 | 14.38 | 110% |
| Returns for 5 years | 129.25 | 81.68 | 158% |
| Returns for 10 years | N/A | 98.21 | - |
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