SZCRX
Price
$58.84
Change
+$0.63 (+1.08%)
Updated
Jun 2 closing price
Net Assets
1.1B
VSMAX
Price
$141.51
Change
+$1.12 (+0.80%)
Updated
Jun 2 closing price
Net Assets
177.42B
Interact to see
Advertisement

SZCRX vs VSMAX

Header iconSZCRX vs VSMAX Comparison
Open Charts SZCRX vs VSMAXBanner chart's image
SZCRX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
SZCRX vs. VSMAX commentary
Jun 04, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 177B vs. SZCRX (1.1B). VSMAX pays higher dividends than SZCRX: VSMAX (1.19) 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 : 28.97 vs. SZCRX (16.10). VSMAX return over 5 years is better than : 33.53 vs. SZCRX (29.61).
SZCRXVSMAXSZCRX / VSMAX
Total Expense Ratio0.790.051,580%
Annual Report Gross Expense Ratio0.790.051,580%
Fund Existence10 years26 years-
Gain YTD11.59913.70585%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.1B177B1%
Annual Yield % from dividends0.561.1947%
Returns for 1 year16.1028.9756%
Returns for 3 years43.2754.9879%
Returns for 5 years29.6133.5388%
Returns for 10 years142.48161.2388%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VLIFX33.440.20
+0.60%
Value Line Mid Cap Focused
EAFGX26.74N/A
N/A
Eaton Vance Focused Growth Opps A
SVFFX92.29N/A
N/A
Smead Value I1
CCGIX28.20N/A
N/A
Baird Chautauqua Global Growth Instl
GSIYX23.90N/A
N/A
Goldman Sachs GQG Ptnrs Intl Opps R6