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CZMSX vs VSMAX
CZMSX vs VSMAX Comparison
Open Charts CZMSX vs VSMAX
Multi-Manager Small Cap Eq Strat Inst
Price$17.38
Change-$0.21 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
CZMSX vs VSMAX Comparison Chart
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CZMSX vs. VSMAX commentary
Nov 18, 2024
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 StrongSell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. CZMSX (1.71B). 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 : 30.28 vs. CZMSX (24.77). VSMAX return over 5 years is better than : 55.62 vs. CZMSX (14.33).
| 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 | 11.768 | 15.803 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 151B | 1% |
| Annual Yield % from dividends | 0.58 | 1.42 | 40% |
| Returns for 1 year | 24.77 | 30.28 | 82% |
| Returns for 3 years | -24.94 | 4.74 | -526% |
| Returns for 5 years | 14.33 | 55.62 | 26% |
| Returns for 10 years | N/A | 123.30 | - |