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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$29.45
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets32.97M
Vanguard Total Stock Mkt Idx Adm
Price$159.21
Change-$0.04 (-0.03%)
VolumeN/A
Net Assets1.95T
CZOVX vs VTSAX Comparison Chart in %
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CZOVX vs. VTSAX commentary
Sep 30, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. CZOVX (33M). VTSAX pays higher dividends than CZOVX: VTSAX (1.16) vs CZOVX (0.29). CZOVX was incepted earlier than VTSAX: CZOVX (20 years) vs VTSAX (25 years). CZOVX (1.47) is less costly to investors than VTSAX (0.04). CZOVX is a more actively managed with annual turnover of: 15.00 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 : 16.05 vs. CZOVX (0.97). VTSAX return over 5 years is better than : 92.72 vs. CZOVX (17.32).
| CZOVX | VTSAX | CZOVX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.47 | 0.04 | 3,675% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 12.620 | 12.971 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 1.95T | 0% |
| Annual Yield % from dividends | 0.29 | 1.16 | 25% |
| Returns for 1 year | 0.97 | 16.05 | 6% |
| Returns for 3 years | 13.75 | 82.89 | 17% |
| Returns for 5 years | 17.32 | 92.72 | 19% |
| Returns for 10 years | 38.70 | 238.83 | 16% |