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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$24.47
Change+$0.42 (+1.75%)
VolumeN/A
Net Assets28.16M
Vanguard Total Stock Mkt Idx Adm
Price$130.93
Change+$2.66 (+2.07%)
VolumeN/A
Net Assets1.7T
CZOVX vs VTSAX Comparison Chart
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CZOVX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. CZOVX (28.2M). VTSAX pays higher dividends than CZOVX: VTSAX (1.35) vs CZOVX (0.33). CZOVX was incepted earlier than VTSAX: CZOVX (19 years) vs VTSAX (24 years). CZOVX (1.10) 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 : 5.27 vs. CZOVX (-6.23). VTSAX return over 5 years is better than : 86.80 vs. CZOVX (9.81).
| CZOVX | VTSAX | CZOVX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.10 | 0.04 | 2,750% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -7.748 | -9.019 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2M | 1.7T | 0% |
| Annual Yield % from dividends | 0.33 | 1.35 | 24% |
| Returns for 1 year | -6.23 | 5.27 | -118% |
| Returns for 3 years | -19.42 | 22.59 | -86% |
| Returns for 5 years | 9.81 | 86.80 | 11% |
| Returns for 10 years | 2.91 | 150.71 | 2% |
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