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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$27.35
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets32.38M
Vanguard Total Stock Mkt Idx Adm
Price$147.07
Change+$0.75 (+0.51%)
VolumeN/A
Net Assets1.78T
CZOVX vs VTSAX Comparison Chart
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CZOVX vs. VTSAX commentary
Jan 24, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. CZOVX (32.4M). VTSAX pays higher dividends than CZOVX: VTSAX (1.35) vs CZOVX (0.56). CZOVX was incepted earlier than VTSAX: CZOVX (19 years) vs VTSAX (24 years). CZOVX is a more actively managed with annual turnover of: 35.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than CZOVX: VTSAX (3000) vs CZOVX (5000). VTSAX annual gain was more profitable for investors over the last year : 25.48 vs. CZOVX (12.40). VTSAX return over 5 years is better than : 81.50 vs. CZOVX (7.86).
| CZOVX | VTSAX | CZOVX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 4.910 | 4.283 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.4M | 1.78T | 0% |
| Annual Yield % from dividends | 0.56 | 1.35 | 41% |
| Returns for 1 year | 12.40 | 25.48 | 49% |
| Returns for 3 years | -10.69 | 36.41 | -29% |
| Returns for 5 years | 7.86 | 81.50 | 10% |
| Returns for 10 years | 19.34 | 195.70 | 10% |
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