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CZMSX vs NAESX
CZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESX
Multi-Manager Small Cap Eq Strat Inst
Price$15.61
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.29B
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
CZMSX vs NAESX Comparison Chart in %
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CZMSX vs. NAESX commentary
Aug 10, 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: 154B vs. CZMSX (2.29B). NAESX pays higher dividends than CZMSX: NAESX (1.25) 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 : 9.46 vs. CZMSX (-0.54). NAESX return over 5 years is better than : 54.21 vs. CZMSX (7.24).
| 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 | -4.875 | 0.067 | -7,287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 154B | 1% |
| Annual Yield % from dividends | 0.47 | 1.25 | 37% |
| Returns for 1 year | -0.54 | 9.46 | -6% |
| Returns for 3 years | -1.73 | 23.97 | -7% |
| Returns for 5 years | 7.24 | 54.21 | 13% |
| Returns for 10 years | N/A | 108.86 | - |
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