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CZMSX vs VRTIX
CZMSX vs VRTIX Comparison
Open Charts CZMSX vs VRTIX
CZMSX vs VRTIX Comparison Chart in %
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CZMSX vs. VRTIX commentary
Jun 24, 2026
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 VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. CZMSX (1.31B). VRTIX pays higher dividends than CZMSX: VRTIX (1.07) vs CZMSX (0.59). CZMSX was incepted earlier than VRTIX: CZMSX (9 years) vs VRTIX (16 years). CZMSX (1.05) is less costly to investors than VRTIX (0.05). CZMSX is a more actively managed with annual turnover of: 109.00 vs. VRTIX (14.00). 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 : 41.81 vs. CZMSX (18.18). VRTIX return over 5 years is better than : 31.53 vs. CZMSX (-15.31).
| CZMSX | VRTIX | CZMSX / VRTIX | |
| Total Expense Ratio | 0.96 | 0.05 | 1,920% |
| Annual Report Gross Expense Ratio | 1.05 | 0.05 | 2,100% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 16.188 | 20.296 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.31B | 17.5B | 8% |
| Annual Yield % from dividends | 0.59 | 1.07 | 55% |
| Returns for 1 year | 18.18 | 41.81 | 43% |
| Returns for 3 years | 26.89 | 65.63 | 41% |
| Returns for 5 years | -15.31 | 31.53 | -49% |
| Returns for 10 years | N/A | 175.69 | - |
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