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CZMSX vs NAESX
CZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESX
Multi-Manager Small Cap Eq Strat Inst
Price$16.01
Change-$0.22 (-1.36%)
VolumeN/A
Net Assets2.35B
Vanguard Small Cap Index I
Price$116.13
Change-$1.18 (-1.01%)
VolumeN/A
Net Assets153.28B
CZMSX vs NAESX Comparison Chart in %
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CZMSX vs. NAESX commentary
Jul 13, 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 CZMSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. CZMSX (2.35B). NAESX pays higher dividends than CZMSX: NAESX (1.28) vs CZMSX (0.47). CZMSX was incepted earlier than NAESX: CZMSX (9 years) vs NAESX (65 years). CZMSX (1.16) is less costly to investors than NAESX (0.17). CZMSX is a more actively managed with annual turnover of: 66.00 vs. NAESX (13.00). CZMSX has a lower initial minimum investment than NAESX: CZMSX (100) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.75 vs. CZMSX (0.23). NAESX return over 5 years is better than : 68.85 vs. CZMSX (21.24).
| CZMSX | NAESX | CZMSX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -2.438 | 1.006 | -242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.35B | 153B | 2% |
| Annual Yield % from dividends | 0.47 | 1.28 | 37% |
| Returns for 1 year | 0.23 | 8.75 | 3% |
| Returns for 3 years | 10.01 | 37.57 | 27% |
| Returns for 5 years | 21.24 | 68.85 | 31% |
| Returns for 10 years | N/A | 104.46 | - |
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