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CZMSX vs NAESX
CZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESX
Multi-Manager Small Cap Eq Strat Inst
Price$16.20
Change-$0.43 (-2.59%)
VolumeN/A
Net Assets2.11B
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
CZMSX vs NAESX Comparison Chart
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CZMSX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. CZMSX (2.11B). NAESX pays higher dividends than CZMSX: NAESX (1.31) vs CZMSX (0.58). CZMSX was incepted earlier than NAESX: CZMSX (8 years) vs NAESX (64 years). CZMSX is a more actively managed with annual turnover of: 74.00 vs. NAESX (12.00). 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 : 11.22 vs. CZMSX (4.75). NAESX return over 5 years is better than : 44.30 vs. CZMSX (6.05).
| CZMSX | NAESX | CZMSX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 64 years | - |
| Gain YTD | -1.280 | -0.321 | 398% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 161B | 1% |
| Annual Yield % from dividends | 0.58 | 1.31 | 44% |
| Returns for 1 year | 4.75 | 11.22 | 42% |
| Returns for 3 years | -2.50 | 18.76 | -13% |
| Returns for 5 years | 6.05 | 44.30 | 14% |
| Returns for 10 years | N/A | 105.17 | - |
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