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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$24.18
Change-$1.12 (-4.43%)
VolumeN/A
Net Assets29.57M
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
CZOVX vs VTSAX Comparison Chart
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CZOVX vs. VTSAX commentary
Apr 04, 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: 1.81T vs. CZOVX (29.6M). 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 : 8.05 vs. CZOVX (-4.11). VTSAX return over 5 years is better than : 126.25 vs. CZOVX (30.26).
| 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 | -2.954 | -3.990 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.6M | 1.81T | 0% |
| Annual Yield % from dividends | 0.33 | 1.35 | 24% |
| Returns for 1 year | -4.11 | 8.05 | -51% |
| Returns for 3 years | -20.18 | 21.03 | -96% |
| Returns for 5 years | 30.26 | 126.25 | 24% |
| Returns for 10 years | 8.26 | 167.38 | 5% |