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CZOVX vs VSMPX
CZOVX vs VSMPX Comparison
Open Charts CZOVX vs VSMPX
Zacks All-Cap Core Institutional
Price$26.66
Change-$0.49 (-1.80%)
VolumeN/A
Net Assets31.61M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
CZOVX vs VSMPX Comparison Chart
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CZOVX vs. VSMPX commentary
Feb 23, 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 StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. CZOVX (31.6M). VSMPX pays higher dividends than CZOVX: VSMPX (1.36) vs CZOVX (0.56). CZOVX was incepted earlier than VSMPX: CZOVX (19 years) vs VSMPX (10 years). CZOVX is a more actively managed with annual turnover of: 35.00 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 : 17.62 vs. CZOVX (4.19). VSMPX return over 5 years is better than : 74.89 vs. CZOVX (3.74).
| CZOVX | VSMPX | CZOVX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 2.263 | 2.135 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.6M | 1.84T | 0% |
| Annual Yield % from dividends | 0.56 | 1.36 | 41% |
| Returns for 1 year | 4.19 | 17.62 | 24% |
| Returns for 3 years | -10.97 | 36.83 | -30% |
| Returns for 5 years | 3.74 | 74.89 | 5% |
| Returns for 10 years | 13.01 | N/A | - |