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CZMSX vs NAESX
CZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESX
Multi-Manager Small Cap Eq Strat Inst
Price$14.88
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.28B
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
CZMSX vs NAESX Comparison Chart
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CZMSX vs. NAESX commentary
May 11, 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: 140B vs. CZMSX (2.28B). NAESX pays higher dividends than CZMSX: NAESX (1.43) vs CZMSX (0.51). 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 : 0.34 vs. CZMSX (-5.73). NAESX return over 5 years is better than : 67.63 vs. CZMSX (21.29).
| 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 | -9.324 | -6.997 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 140B | 2% |
| Annual Yield % from dividends | 0.51 | 1.43 | 36% |
| Returns for 1 year | -5.73 | 0.34 | -1,662% |
| Returns for 3 years | 0.67 | 22.70 | 3% |
| Returns for 5 years | 21.29 | 67.63 | 31% |
| Returns for 10 years | N/A | 91.04 | - |
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