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CZMSX vs NAESX
CZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESX
Multi-Manager Small Cap Eq Strat Inst
Price$15.25
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets2.25B
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
CZMSX vs NAESX Comparison Chart
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CZMSX vs. NAESX commentary
Jun 06, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CZMSX (2.25B). NAESX pays higher dividends than CZMSX: NAESX (1.35) vs CZMSX (0.48). CZMSX was incepted earlier than NAESX: CZMSX (8 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 : 4.88 vs. CZMSX (-1.70). NAESX return over 5 years is better than : 52.45 vs. CZMSX (8.81).
| CZMSX | NAESX | CZMSX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -6.886 | -3.929 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 148B | 2% |
| Annual Yield % from dividends | 0.48 | 1.35 | 36% |
| Returns for 1 year | -1.70 | 4.88 | -35% |
| Returns for 3 years | -4.35 | 18.26 | -24% |
| Returns for 5 years | 8.81 | 52.45 | 17% |
| Returns for 10 years | N/A | 95.90 | - |
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