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CZOVX vs VSMPX
CZOVX vs VSMPX Comparison
Open Charts CZOVX vs VSMPX
Zacks All-Cap Core Institutional
Price$27.39
Change+$0.27 (+1.00%)
VolumeN/A
Net Assets30.91M
Vanguard Total Stock Mkt Idx Instl Pls
Price$275.74
Change+$2.39 (+0.87%)
VolumeN/A
Net Assets1.82T
CZOVX vs VSMPX Comparison Chart in %
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CZOVX vs. VSMPX commentary
Jun 27, 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: 1.82T vs. CZOVX (30.9M). VSMPX pays higher dividends than CZOVX: VSMPX (1.29) vs CZOVX (0.32). 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 : 11.45 vs. CZOVX (-2.38). VSMPX return over 5 years is better than : 97.81 vs. CZOVX (17.05).
| 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 | 4.028 | 3.348 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.32 | 1.29 | 25% |
| Returns for 1 year | -2.38 | 11.45 | -21% |
| Returns for 3 years | -1.18 | 54.30 | -2% |
| Returns for 5 years | 17.05 | 97.81 | 17% |
| Returns for 10 years | 16.34 | 182.34 | 9% |
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