Ad is loading...
CZMSX vs VSMAX
CZMSX vs VSMAX Comparison
Open Charts CZMSX vs VSMAX
Multi-Manager Small Cap Eq Strat Inst
Price$14.88
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets2.28B
Vanguard Small Cap Index Admiral Shares
Price$107.02
Change-$0.03 (-0.03%)
VolumeN/A
Net Assets139.54B
CZMSX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CZMSX vs. VSMAX commentary
May 11, 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 Buy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. CZMSX (2.28B). VSMAX pays higher dividends than CZMSX: VSMAX (1.56) vs CZMSX (0.51). CZMSX was incepted earlier than VSMAX: CZMSX (8 years) vs VSMAX (25 years). CZMSX (1.16) is less costly to investors than VSMAX (0.05). CZMSX is a more actively managed with annual turnover of: 66.00 vs. VSMAX (13.00). 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 : 0.37 vs. CZMSX (-5.73). VSMAX return over 5 years is better than : 67.81 vs. CZMSX (21.29).
| CZMSX | VSMAX | CZMSX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -9.324 | -6.980 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 140B | 2% |
| Annual Yield % from dividends | 0.51 | 1.56 | 33% |
| Returns for 1 year | -5.73 | 0.37 | -1,534% |
| Returns for 3 years | 0.67 | 22.79 | 3% |
| Returns for 5 years | 21.29 | 67.81 | 31% |
| Returns for 10 years | N/A | 91.55 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...