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SZCIX vs VSCPX
SZCIX vs VSCPX Comparison
Open Charts SZCIX vs VSCPX
DWS Small Cap Core Inst
Price$53.10
Change+$0.50 (+0.95%)
VolumeN/A
Net Assets926.94M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
SZCIX vs VSCPX Comparison Chart in %
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SZCIX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. SZCIX (927M). VSCPX pays higher dividends than SZCIX: VSCPX (1.42) vs SZCIX (0.70). SZCIX was incepted earlier than VSCPX: SZCIX (9 years) vs VSCPX (15 years). SZCIX (0.88) is less costly to investors than VSCPX (0.03). SZCIX is a more actively managed with annual turnover of: 29.00 vs. VSCPX (13.00). SZCIX has a lower initial minimum investment than VSCPX: SZCIX (1000000) vs VSCPX (100000000). SZCIX annual gain was more profitable for investors over the last year : 16.86 vs. VSCPX (12.26). SZCIX return over 5 years is better than : 117.54 vs. VSCPX (69.56).
| SZCIX | VSCPX | SZCIX / VSCPX | |
| Total Expense Ratio | 0.88 | 0.03 | 2,933% |
| Annual Report Gross Expense Ratio | 0.88 | 0.03 | 2,933% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 5.294 | 1.452 | 365% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 927M | 148B | 1% |
| Annual Yield % from dividends | 0.70 | 1.42 | 50% |
| Returns for 1 year | 16.86 | 12.26 | 137% |
| Returns for 3 years | 33.83 | 37.96 | 89% |
| Returns for 5 years | 117.54 | 69.56 | 169% |
| Returns for 10 years | N/A | 109.40 | - |
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