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CZOVX vs VITSX
CZOVX vs VITSX Comparison
Open Charts CZOVX vs VITSX
Zacks All-Cap Core Institutional
Price$25.37
Change+$0.43 (+1.72%)
VolumeN/A
Net Assets29.74M
Vanguard Total Stock Market Idx I
Price$135.78
Change+$2.09 (+1.56%)
VolumeN/A
Net Assets1.7T
CZOVX vs VITSX Comparison Chart
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CZOVX vs. VITSX commentary
May 06, 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 CZOVX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. CZOVX (29.7M). VITSX pays higher dividends than CZOVX: VITSX (1.37) vs CZOVX (0.33). CZOVX was incepted earlier than VITSX: CZOVX (19 years) vs VITSX (28 years). CZOVX (1.47) is less costly to investors than VITSX (0.03). CZOVX is a more actively managed with annual turnover of: 15.00 vs. VITSX (2.00). CZOVX has a lower initial minimum investment than VITSX: CZOVX (5000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 11.47 vs. CZOVX (-0.97). VITSX return over 5 years is better than : 97.49 vs. CZOVX (16.77).
| CZOVX | VITSX | CZOVX / VITSX | |
| Total Expense Ratio | 1.00 | 0.03 | 3,333% |
| Annual Report Gross Expense Ratio | 1.47 | 0.03 | 4,900% |
| Fund Existence | 19 years | 28 years | - |
| Gain YTD | -2.685 | -3.706 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7M | 1.7T | 0% |
| Annual Yield % from dividends | 0.33 | 1.37 | 24% |
| Returns for 1 year | -0.97 | 11.47 | -8% |
| Returns for 3 years | -12.81 | 33.58 | -38% |
| Returns for 5 years | 16.77 | 97.49 | 17% |
| Returns for 10 years | 10.06 | 168.47 | 6% |