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SZCIX vs VSCIX
SZCIX vs VSCIX Comparison
Open Charts SZCIX vs VSCIX
DWS Small Cap Core Inst
Price$50.57
Change-$0.53 (-1.04%)
VolumeN/A
Net Assets868.01M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SZCIX vs VSCIX Comparison Chart
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SZCIX vs. VSCIX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. SZCIX (868M). VSCIX pays higher dividends than SZCIX: VSCIX (1.49) vs SZCIX (0.73). 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 : 11.17 vs. VSCIX (5.22). SZCIX return over 5 years is better than : 109.10 vs. VSCIX (63.40).
| 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 | 0.278 | -4.355 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 148B | 1% |
| Annual Yield % from dividends | 0.73 | 1.49 | 49% |
| Returns for 1 year | 11.17 | 5.22 | 214% |
| Returns for 3 years | 26.76 | 31.38 | 85% |
| Returns for 5 years | 109.10 | 63.40 | 172% |
| Returns for 10 years | N/A | 93.42 | - |
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