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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$26.44
Change+$0.14 (+0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$143.11
Change+$0.42 (+0.29%)
VolumeN/A
CapitalizationN/A
CZOVX vs VTSAX Comparison Chart
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CZOVX vs. VTSAX commentary
Dec 24, 2024
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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. CZOVX (30.9M). 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 : 24.75 vs. CZOVX (11.96). VTSAX return over 5 years is better than : 81.12 vs. CZOVX (7.33).
| 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 | 11.541 | 24.395 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 1.84T | 0% |
| Annual Yield % from dividends | 0.56 | 1.35 | 41% |
| Returns for 1 year | 11.96 | 24.75 | 48% |
| Returns for 3 years | -19.12 | 23.32 | -82% |
| Returns for 5 years | 7.33 | 81.12 | 9% |
| Returns for 10 years | 14.94 | 185.34 | 8% |