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CZMSX vs VRTIX
CZMSX vs VRTIX Comparison
Open Charts CZMSX vs VRTIX
Multi-Manager Small Cap Eq Strat Inst
Price$16.42
Change-$0.20 (-1.20%)
VolumeN/A
Net Assets1.5B
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
CZMSX vs VRTIX Comparison Chart in %
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CZMSX vs. VRTIX commentary
Oct 08, 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 StrongBuy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. CZMSX (1.5B). VRTIX pays higher dividends than CZMSX: VRTIX (1.20) vs CZMSX (0.45). CZMSX was incepted earlier than VRTIX: CZMSX (9 years) vs VRTIX (15 years). CZMSX (1.16) is less costly to investors than VRTIX (0.07). CZMSX is a more actively managed with annual turnover of: 66.00 vs. VRTIX (12.00). CZMSX has a lower initial minimum investment than VRTIX: CZMSX (100) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. CZMSX (1.33). VRTIX return over 5 years is better than : 55.34 vs. CZMSX (9.72).
| CZMSX | VRTIX | CZMSX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.16 | 0.07 | 1,657% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | 1.280 | 11.874 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 13.6B | 11% |
| Annual Yield % from dividends | 0.45 | 1.20 | 37% |
| Returns for 1 year | 1.33 | 13.81 | 10% |
| Returns for 3 years | 16.73 | 47.99 | 35% |
| Returns for 5 years | 9.72 | 55.34 | 18% |
| Returns for 10 years | N/A | 123.07 | - |
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