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SZCIX vs VSCIX
SZCIX vs VSCIX Comparison
Open Charts SZCIX vs VSCIX
DWS Small Cap Core Inst
Price$53.25
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets974.52M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SZCIX vs VSCIX Comparison Chart in %
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SZCIX vs. VSCIX commentary
Aug 18, 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 SZCIX is a Buy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. SZCIX (975M). VSCIX pays higher dividends than SZCIX: VSCIX (1.38) vs SZCIX (0.71). SZCIX was incepted earlier than VSCIX: SZCIX (9 years) vs VSCIX (28 years). SZCIX (0.88) is less costly to investors than VSCIX (0.04). SZCIX is a more actively managed with annual turnover of: 29.00 vs. VSCIX (13.00). SZCIX has a lower initial minimum investment than VSCIX: SZCIX (1000000) vs VSCIX (5000000). SZCIX annual gain was more profitable for investors over the last year : 11.81 vs. VSCIX (9.18). SZCIX return over 5 years is better than : 92.06 vs. VSCIX (57.74).
| SZCIX | VSCIX | SZCIX / VSCIX | |
| Total Expense Ratio | 0.88 | 0.04 | 2,200% |
| Annual Report Gross Expense Ratio | 0.88 | 0.04 | 2,200% |
| Fund Existence | 9 years | 28 years | - |
| Gain YTD | 5.592 | 2.527 | 221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 154B | 1% |
| Annual Yield % from dividends | 0.71 | 1.38 | 51% |
| Returns for 1 year | 11.81 | 9.18 | 129% |
| Returns for 3 years | 22.06 | 20.49 | 108% |
| Returns for 5 years | 92.06 | 57.74 | 159% |
| Returns for 10 years | N/A | 113.17 | - |
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