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CZOVX vs VSMPX
CZOVX vs VSMPX Comparison
Open Charts CZOVX vs VSMPX
Zacks All-Cap Core Institutional
Price$28.83
Change-$0.13 (-0.45%)
VolumeN/A
Net Assets31.94M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.42
Change+$2.56 (+0.88%)
VolumeN/A
Net Assets1.95T
CZOVX vs VSMPX Comparison Chart in %
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CZOVX vs. VSMPX commentary
Sep 07, 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: 1.95T vs. CZOVX (31.9M). VSMPX pays higher dividends than CZOVX: VSMPX (1.17) vs CZOVX (0.29). 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 : 18.28 vs. CZOVX (3.52). VSMPX return over 5 years is better than : 85.39 vs. CZOVX (11.64).
| 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 | 10.587 | 10.574 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9M | 1.95T | 0% |
| Annual Yield % from dividends | 0.29 | 1.17 | 25% |
| Returns for 1 year | 3.52 | 18.28 | 19% |
| Returns for 3 years | 4.60 | 64.03 | 7% |
| Returns for 5 years | 11.64 | 85.39 | 14% |
| Returns for 10 years | 29.83 | 215.19 | 14% |
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