CZOVX
Price
$26.69
Change
+$0.28 (+1.06%)
Updated
Jun 6 closing price
Net Assets
30.77M
VTSAX
Price
$143.67
Change
+$1.52 (+1.07%)
Updated
Jun 6 closing price
Net Assets
1.82T
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CZOVX vs VTSAX

Header iconCZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAXBanner chart's image
Zacks All-Cap Core Institutional
Price$26.69
Change+$0.28 (+1.06%)
VolumeN/A
Net Assets30.77M
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
CZOVX vs VTSAX Comparison Chart
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CZOVX vs. VTSAX commentary
Jun 07, 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.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CZOVX (30.8M). VTSAX pays higher dividends than CZOVX: VTSAX (1.28) vs CZOVX (0.32). 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 : 10.96 vs. CZOVX (-2.99). VTSAX return over 5 years is better than : 80.95 vs. CZOVX (7.12).
CZOVXVTSAXCZOVX / VTSAX
Total Expense Ratio1.000.042,500%
Annual Report Gross Expense Ratio1.470.043,675%
Fund Existence20 years25 years-
Gain YTD1.3040.826158%
Front LoadN/AN/A-
Min. Initial Investment50003000167%
Min. Initial Investment IRAN/AN/A-
Net Assets30.8M1.82T0%
Annual Yield % from dividends0.321.2825%
Returns for 1 year-2.9910.96-27%
Returns for 3 years-10.4540.35-26%
Returns for 5 years7.1280.959%
Returns for 10 years12.97180.537%
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