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CZMSX vs VSMAX
CZMSX vs VSMAX Comparison
Open Charts CZMSX vs VSMAX
Multi-Manager Small Cap Eq Strat Inst
Price$16.59
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets1.5B
Vanguard Small Cap Index Admiral Shares
Price$122.39
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
CZMSX vs VSMAX Comparison Chart in %
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CZMSX vs. VSMAX commentary
Sep 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. CZMSX (1.5B). VSMAX pays higher dividends than CZMSX: VSMAX (1.31) vs CZMSX (0.44). CZMSX was incepted earlier than VSMAX: CZMSX (9 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 : 10.49 vs. CZMSX (1.15). VSMAX return over 5 years is better than : 66.40 vs. CZMSX (16.69).
| 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 | 9 years | 25 years | - |
| Gain YTD | 0.914 | 6.588 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 161B | 1% |
| Annual Yield % from dividends | 0.44 | 1.31 | 34% |
| Returns for 1 year | 1.15 | 10.49 | 11% |
| Returns for 3 years | 10.64 | 39.11 | 27% |
| Returns for 5 years | 16.69 | 66.40 | 25% |
| Returns for 10 years | N/A | 133.25 | - |
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