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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$29.33
Change-$0.21 (-0.71%)
VolumeN/A
Net Assets35.33M
Vanguard Total Stock Mkt Idx Adm
Price$157.80
Change-$1.10 (-0.69%)
VolumeN/A
Net Assets2.05T
CZOVX vs VTSAX Comparison Chart in %
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CZOVX vs. VTSAX commentary
Nov 20, 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: 2.05T vs. CZOVX (35.3M). VTSAX pays higher dividends than CZOVX: VTSAX (1.11) vs CZOVX (0.28). 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 : 12.10 vs. CZOVX (-1.58). VTSAX return over 5 years is better than : 77.92 vs. CZOVX (8.87).
| 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 | 13.310 | 12.746 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 2.05T | 0% |
| Annual Yield % from dividends | 0.28 | 1.11 | 25% |
| Returns for 1 year | -1.58 | 12.10 | -13% |
| Returns for 3 years | 5.78 | 65.02 | 9% |
| Returns for 5 years | 8.87 | 77.92 | 11% |
| Returns for 10 years | 28.68 | 216.64 | 13% |
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