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SZCRX vs VSMAX
SZCRX vs VSMAX Comparison
Open Charts SZCRX vs VSMAX
SZCRX vs VSMAX Comparison Chart in %
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SZCRX vs. VSMAX commentary
Aug 23, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 183B vs. SZCRX (969M). VSMAX pays higher dividends than SZCRX: VSMAX (1.21) vs SZCRX (0.56). SZCRX was incepted earlier than VSMAX: SZCRX (10 years) vs VSMAX (26 years). SZCRX (0.79) is less costly to investors than VSMAX (0.05). VSMAX is a more actively managed with annual turnover of: 17.00 vs. SZCRX (16.00). 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 : 24.79 vs. SZCRX (9.32). VSMAX return over 5 years is better than : 42.24 vs. SZCRX (34.68).
| SZCRX | VSMAX | SZCRX / VSMAX | |
| Total Expense Ratio | 0.79 | 0.05 | 1,580% |
| Annual Report Gross Expense Ratio | 0.79 | 0.05 | 1,580% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 12.059 | 18.382 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 183B | 1% |
| Annual Yield % from dividends | 0.56 | 1.21 | 46% |
| Returns for 1 year | 9.32 | 24.79 | 38% |
| Returns for 3 years | 38.30 | 58.30 | 66% |
| Returns for 5 years | 34.68 | 42.24 | 82% |
| Returns for 10 years | 128.43 | 157.13 | 82% |
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