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SZCIX vs VSMAX
SZCIX vs VSMAX Comparison
Open Charts SZCIX vs VSMAX
DWS Small Cap Core Inst
Price$52.80
Change+$0.05 (+0.09%)
VolumeN/A
Net Assets931.95M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
SZCIX vs VSMAX Comparison Chart in %
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SZCIX vs. VSMAX commentary
Jul 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. SZCIX (932M). VSMAX pays higher dividends than SZCIX: VSMAX (1.40) vs SZCIX (0.70). 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). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. SZCIX (7.18). SZCIX return over 5 years is better than : 102.28 vs. VSMAX (66.87).
| 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 | 4.700 | 2.804 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 932M | 153B | 1% |
| Annual Yield % from dividends | 0.70 | 1.40 | 50% |
| Returns for 1 year | 7.18 | 8.49 | 85% |
| Returns for 3 years | 26.47 | 34.27 | 77% |
| Returns for 5 years | 102.28 | 66.87 | 153% |
| Returns for 10 years | N/A | 115.21 | - |
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