Interact to see
Advertisement
Advertisement
SZCIX vs VSMAX
SZCIX vs VSMAX Comparison
Open Charts SZCIX vs VSMAX
DWS Small Cap Core Inst
Price$50.57
Change-$0.53 (-1.04%)
VolumeN/A
Net Assets868.01M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
SZCIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SZCIX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. SZCIX (868M). VSMAX pays higher dividends than SZCIX: VSMAX (1.48) vs SZCIX (0.73). SZCIX was incepted earlier than VSMAX: SZCIX (9 years) vs VSMAX (25 years). SZCIX (0.88) is less costly to investors than VSMAX (0.05). SZCIX is a more actively managed with annual turnover of: 29.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than SZCIX: VSMAX (3000) vs SZCIX (1000000). SZCIX annual gain was more profitable for investors over the last year : 11.17 vs. VSMAX (5.22). SZCIX return over 5 years is better than : 109.10 vs. VSMAX (63.38).
| SZCIX | VSMAX | SZCIX / VSMAX | |
| Total Expense Ratio | 0.88 | 0.05 | 1,760% |
| Annual Report Gross Expense Ratio | 0.88 | 0.05 | 1,760% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 0.278 | -4.364 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 148B | 1% |
| Annual Yield % from dividends | 0.73 | 1.48 | 49% |
| Returns for 1 year | 11.17 | 5.22 | 214% |
| Returns for 3 years | 26.76 | 31.37 | 85% |
| Returns for 5 years | 109.10 | 63.38 | 172% |
| Returns for 10 years | N/A | 93.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement