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CZOVX vs VSMPX
CZOVX vs VSMPX Comparison
Open Charts CZOVX vs VSMPX
Zacks All-Cap Core Institutional
Price$24.47
Change+$0.42 (+1.75%)
VolumeN/A
Net Assets28.16M
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
CZOVX vs VSMPX Comparison Chart
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CZOVX vs. VSMPX commentary
Apr 25, 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: 1.7T vs. CZOVX (28.2M). VSMPX pays higher dividends than CZOVX: VSMPX (1.37) vs CZOVX (0.33). CZOVX was incepted earlier than VSMPX: CZOVX (19 years) vs VSMPX (10 years). CZOVX (1.10) 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 : 5.28 vs. CZOVX (-6.23). VSMPX return over 5 years is better than : 86.84 vs. CZOVX (9.81).
| CZOVX | VSMPX | CZOVX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.10 | 0.02 | 5,500% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | -7.748 | -9.015 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2M | 1.7T | 0% |
| Annual Yield % from dividends | 0.33 | 1.37 | 24% |
| Returns for 1 year | -6.23 | 5.28 | -118% |
| Returns for 3 years | -19.42 | 22.62 | -86% |
| Returns for 5 years | 9.81 | 86.84 | 11% |
| Returns for 10 years | 2.91 | N/A | - |