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SZCRX vs VSMAX
SZCRX vs VSMAX Comparison
Open Charts SZCRX vs VSMAX
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
SZCRX vs VSMAX Comparison Chart
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SZCRX vs. VSMAX commentary
Sep 21, 2024
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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. SZCRX (844M). VSMAX pays higher dividends than SZCRX: VSMAX (1.42) vs SZCRX (0.76). SZCRX was incepted earlier than VSMAX: SZCRX (8 years) vs VSMAX (24 years). SZCRX (12.00) and VSMAX (12.00) have comparable annual turnover. SZCRX has a lower initial minimum investment than VSMAX: SZCRX (0) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. SZCRX (18.30). SZCRX return over 5 years is better than : 81.76 vs. VSMAX (53.45).
| SZCRX | VSMAX | SZCRX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 6.629 | 10.898 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 149B | 1% |
| Annual Yield % from dividends | 0.76 | 1.42 | 54% |
| Returns for 1 year | 18.30 | 25.54 | 72% |
| Returns for 3 years | 11.93 | 8.91 | 134% |
| Returns for 5 years | 81.76 | 53.45 | 153% |
| Returns for 10 years | N/A | 121.55 | - |
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