Interact to see
Advertisement
Advertisement
CZOVX vs VSMPX
CZOVX vs VSMPX Comparison
Open Charts CZOVX vs VSMPX
Zacks All-Cap Core Institutional
Price$28.13
Change+$0.22 (+0.79%)
VolumeN/A
Net Assets31.72M
Vanguard Total Stock Mkt Idx Instl Pls
Price$282.37
Change+$1.71 (+0.61%)
VolumeN/A
Net Assets1.91T
CZOVX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CZOVX vs. VSMPX commentary
Jul 18, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. CZOVX (31.7M). VSMPX pays higher dividends than CZOVX: VSMPX (1.22) vs CZOVX (0.30). CZOVX was incepted earlier than VSMPX: CZOVX (20 years) vs VSMPX (10 years). CZOVX (1.47) is less costly to investors than VSMPX (0.02). CZOVX is a more actively managed with annual turnover of: 15.00 vs. VSMPX (2.00). CZOVX has a lower initial minimum investment than VSMPX: CZOVX (5000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.81 vs. CZOVX (-1.06). VSMPX return over 5 years is better than : 89.18 vs. CZOVX (13.39).
| CZOVX | VSMPX | CZOVX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.47 | 0.02 | 7,350% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 7.058 | 6.127 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7M | 1.91T | 0% |
| Annual Yield % from dividends | 0.30 | 1.22 | 25% |
| Returns for 1 year | -1.06 | 11.81 | -9% |
| Returns for 3 years | 4.12 | 61.29 | 7% |
| Returns for 5 years | 13.39 | 89.18 | 15% |
| Returns for 10 years | 16.04 | 181.27 | 9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement