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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$28.74
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets32.03M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
CZOVX vs VTSAX Comparison Chart in %
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CZOVX vs. VTSAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. CZOVX (32M). VTSAX pays higher dividends than CZOVX: VTSAX (1.18) vs CZOVX (0.30). 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 : 16.53 vs. CZOVX (2.24). VTSAX return over 5 years is better than : 86.35 vs. CZOVX (11.67).
| 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 | 10.242 | 9.566 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32M | 1.91T | 0% |
| Annual Yield % from dividends | 0.30 | 1.18 | 25% |
| Returns for 1 year | 2.24 | 16.53 | 14% |
| Returns for 3 years | -3.99 | 47.21 | -8% |
| Returns for 5 years | 11.67 | 86.35 | 14% |
| Returns for 10 years | 21.43 | 203.98 | 11% |
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