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CZMSX vs VSMAX
CZMSX vs VSMAX Comparison
Open Charts CZMSX vs VSMAX
Multi-Manager Small Cap Eq Strat Inst
Price$13.98
Change-$1.02 (-6.80%)
VolumeN/A
Net Assets2.05B
Vanguard Small Cap Index Admiral Shares
Price$101.10
Change-$7.25 (-6.69%)
VolumeN/A
Net Assets153.45B
CZMSX vs VSMAX Comparison Chart
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CZMSX vs. VSMAX commentary
Apr 04, 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: 153B vs. CZMSX (2.05B). VSMAX pays higher dividends than CZMSX: VSMAX (1.52) vs CZMSX (0.50). CZMSX was incepted earlier than VSMAX: CZMSX (8 years) vs VSMAX (24 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 (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 : 1.20 vs. CZMSX (-5.62). VSMAX return over 5 years is better than : 115.95 vs. CZMSX (54.26).
| 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 | 24 years | - |
| Gain YTD | -8.592 | -5.824 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 153B | 1% |
| Annual Yield % from dividends | 0.50 | 1.52 | 33% |
| Returns for 1 year | -5.62 | 1.20 | -467% |
| Returns for 3 years | -13.33 | 6.53 | -204% |
| Returns for 5 years | 54.26 | 115.95 | 47% |
| Returns for 10 years | N/A | 91.10 | - |