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SZCIX vs VSCIX
SZCIX vs VSCIX Comparison
Open Charts SZCIX vs VSCIX
DWS Small Cap Core Inst
Price$53.10
Change+$0.50 (+0.95%)
VolumeN/A
Net Assets926.94M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SZCIX vs VSCIX Comparison Chart in %
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SZCIX vs. VSCIX commentary
Jul 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SZCIX (927M). VSCIX pays higher dividends than SZCIX: VSCIX (1.41) vs SZCIX (0.70). 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 : 16.86 vs. VSCIX (12.26). SZCIX return over 5 years is better than : 117.54 vs. VSCIX (69.54).
| 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 | 5.294 | 1.448 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 148B | 1% |
| Annual Yield % from dividends | 0.70 | 1.41 | 50% |
| Returns for 1 year | 16.86 | 12.26 | 138% |
| Returns for 3 years | 33.83 | 37.94 | 89% |
| Returns for 5 years | 117.54 | 69.54 | 169% |
| Returns for 10 years | N/A | 109.37 | - |
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