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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$27.39
Change+$0.27 (+1.00%)
VolumeN/A
Net Assets30.91M
Vanguard Total Stock Mkt Idx Adm
Price$146.97
Change+$1.28 (+0.88%)
VolumeN/A
Net Assets1.82T
CZOVX vs VTSAX Comparison Chart in %
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CZOVX vs. VTSAX commentary
Jun 27, 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: 1.82T vs. CZOVX (30.9M). 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 : 11.44 vs. CZOVX (-2.38). VTSAX return over 5 years is better than : 97.74 vs. CZOVX (17.05).
| 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 | 4.028 | 3.337 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.32 | 1.28 | 25% |
| Returns for 1 year | -2.38 | 11.44 | -21% |
| Returns for 3 years | -1.18 | 54.25 | -2% |
| Returns for 5 years | 17.05 | 97.74 | 17% |
| Returns for 10 years | 16.34 | 191.61 | 9% |
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