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CZMSX vs NAESX
CZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESX
Multi-Manager Small Cap Eq Strat Inst
Price$17.08
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
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CZMSX vs NAESX Comparison Chart
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CZMSX vs. NAESX commentary
Oct 18, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. CZMSX (1.67B). 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 : 28.41 vs. CZMSX (22.54). NAESX return over 5 years is better than : 59.36 vs. CZMSX (16.94).
| 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 | 9.775 | 13.884 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 152B | 1% |
| Annual Yield % from dividends | 0.58 | 1.31 | 44% |
| Returns for 1 year | 22.54 | 28.41 | 79% |
| Returns for 3 years | -21.40 | 8.01 | -267% |
| Returns for 5 years | 16.94 | 59.36 | 29% |
| Returns for 10 years | N/A | 137.19 | - |
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