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CZMSX vs NAESX
CZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESX
Multi-Manager Small Cap Eq Strat Inst
Price$16.43
Change-$0.69 (-4.03%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
CZMSX vs NAESX Comparison Chart
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CZMSX vs. NAESX commentary
Dec 19, 2024
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: 167B vs. CZMSX (1.97B). 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 : 19.54 vs. CZMSX (13.18). NAESX return over 5 years is better than : 53.79 vs. CZMSX (12.36).
| 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 | 10.558 | 17.994 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 167B | 1% |
| Annual Yield % from dividends | 0.58 | 1.31 | 44% |
| Returns for 1 year | 13.18 | 19.54 | 67% |
| Returns for 3 years | -4.66 | 15.71 | -30% |
| Returns for 5 years | 12.36 | 53.79 | 23% |
| Returns for 10 years | N/A | 124.30 | - |
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