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CZMSX vs VSMAX
CZMSX vs VSMAX Comparison
Open Charts CZMSX vs VSMAX
Multi-Manager Small Cap Eq Strat Inst
Price$16.20
Change-$0.43 (-2.59%)
VolumeN/A
Net Assets2.11B
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
CZMSX vs VSMAX Comparison Chart
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CZMSX vs. VSMAX commentary
Feb 23, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. CZMSX (2.11B). VSMAX pays higher dividends than CZMSX: VSMAX (1.42) vs CZMSX (0.58). CZMSX was incepted earlier than VSMAX: CZMSX (8 years) vs VSMAX (24 years). CZMSX is a more actively managed with annual turnover of: 74.00 vs. VSMAX (12.00). CZMSX has a lower initial minimum investment than VSMAX: CZMSX (100) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 11.25 vs. CZMSX (4.75). VSMAX return over 5 years is better than : 44.48 vs. CZMSX (6.05).
| CZMSX | VSMAX | CZMSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | -1.280 | -0.304 | 421% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 161B | 1% |
| Annual Yield % from dividends | 0.58 | 1.42 | 40% |
| Returns for 1 year | 4.75 | 11.25 | 42% |
| Returns for 3 years | -2.50 | 18.86 | -13% |
| Returns for 5 years | 6.05 | 44.48 | 14% |
| Returns for 10 years | N/A | 105.78 | - |
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