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CCRZX vs VTSMX
CCRZX vs VTSMX Comparison
Open Charts CCRZX vs VTSMX
Columbia Disciplined Core Inst
Price$13.33
Change-$0.77 (-5.46%)
VolumeN/A
Net Assets4.53B
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
CCRZX vs VTSMX Comparison Chart
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CCRZX vs. VTSMX commentary
Apr 05, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. CCRZX (4.53B). VTSMX pays higher dividends than CCRZX: VTSMX (1.25) vs CCRZX (0.88). 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 : 8.05 vs. CCRZX (-3.25). VTSMX return over 5 years is better than : 126.23 vs. CCRZX (57.65).
| 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 | -5.114 | -3.986 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.53B | 1.81T | 0% |
| Annual Yield % from dividends | 0.88 | 1.25 | 70% |
| Returns for 1 year | -3.25 | 8.05 | -40% |
| Returns for 3 years | 3.89 | 21.01 | 19% |
| Returns for 5 years | 57.65 | 126.23 | 46% |
| Returns for 10 years | 51.21 | 166.80 | 31% |
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