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CZMSX vs VSMAX
CZMSX vs VSMAX Comparison
Open Charts CZMSX vs VSMAX
Multi-Manager Small Cap Eq Strat Inst
Price$16.91
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets1.95B
Vanguard Small Cap Index Admiral Shares
Price$119.04
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
CZMSX vs VSMAX Comparison Chart
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VS
VS
CZMSX vs. VSMAX commentary
Jan 19, 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: 155B vs. CZMSX (1.95B). 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 : 21.26 vs. CZMSX (14.50). VSMAX return over 5 years is better than : 48.99 vs. CZMSX (8.80).
| 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 | 3.047 | 3.369 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.95B | 155B | 1% |
| Annual Yield % from dividends | 0.58 | 1.42 | 40% |
| Returns for 1 year | 14.50 | 21.26 | 68% |
| Returns for 3 years | -4.04 | 17.25 | -23% |
| Returns for 5 years | 8.80 | 48.99 | 18% |
| Returns for 10 years | N/A | 127.10 | - |
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