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SZCIX vs VSMAX
SZCIX vs VSMAX Comparison
Open Charts SZCIX vs VSMAX
DWS Small Cap Core Inst
Price$53.25
Change-$0.08 (-0.15%)
VolumeN/A
Net Assets974.52M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
SZCIX vs VSMAX Comparison Chart in %
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SZCIX vs. VSMAX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. SZCIX (975M). VSMAX pays higher dividends than SZCIX: VSMAX (1.37) vs SZCIX (0.71). 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 : 11.81 vs. VSMAX (9.17). SZCIX return over 5 years is better than : 92.06 vs. VSMAX (57.73).
| 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 | 5.592 | 2.517 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 975M | 154B | 1% |
| Annual Yield % from dividends | 0.71 | 1.37 | 51% |
| Returns for 1 year | 11.81 | 9.17 | 129% |
| Returns for 3 years | 22.06 | 20.48 | 108% |
| Returns for 5 years | 92.06 | 57.73 | 159% |
| Returns for 10 years | N/A | 113.12 | - |
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