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CCRZX vs VTSMX
CCRZX vs VTSMX Comparison
Open Charts CCRZX vs VTSMX
Columbia Disciplined Core Inst
Price$13.98
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets4.43B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
CCRZX vs VTSMX Comparison Chart
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CCRZX vs. VTSMX commentary
May 12, 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 CCRZX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CCRZX (4.43B). VTSMX pays higher dividends than CCRZX: VTSMX (1.26) vs CCRZX (0.89). CCRZX was incepted earlier than VTSMX: CCRZX (15 years) vs VTSMX (33 years). CCRZX (0.71) is less costly to investors than VTSMX (0.14). CCRZX is a more actively managed with annual turnover of: 51.00 vs. VTSMX (2.00). CCRZX has a lower initial minimum investment than VTSMX: CCRZX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.95 vs. CCRZX (-3.01). VTSMX return over 5 years is better than : 89.18 vs. CCRZX (31.99).
| CCRZX | VTSMX | CCRZX / VTSMX | |
| Total Expense Ratio | 0.71 | 0.14 | 507% |
| Annual Report Gross Expense Ratio | 0.71 | 0.14 | 507% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | -5.922 | -4.022 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.43B | 1.72T | 0% |
| Annual Yield % from dividends | 0.89 | 1.26 | 71% |
| Returns for 1 year | -3.01 | 7.95 | -38% |
| Returns for 3 years | 15.14 | 40.07 | 38% |
| Returns for 5 years | 31.99 | 89.18 | 36% |
| Returns for 10 years | 48.28 | 165.24 | 29% |