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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$30.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CZOVX vs VTSMX Comparison Chart
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CZOVX vs. VTSMX commentary
Nov 14, 2024
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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. CZOVX (31.9M). VTSMX pays higher dividends than CZOVX: VTSMX (1.26) vs CZOVX (0.56). CZOVX was incepted earlier than VTSMX: CZOVX (19 years) vs VTSMX (33 years). CZOVX is a more actively managed with annual turnover of: 35.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CZOVX: VTSMX (3000) vs CZOVX (5000). VTSMX annual gain was more profitable for investors over the last year : 33.37 vs. CZOVX (7.79). VTSMX return over 5 years is better than : 87.43 vs. CZOVX (18.54).
| CZOVX | VTSMX | CZOVX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 29.016 | 24.862 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9M | 1.73T | 0% |
| Annual Yield % from dividends | 0.56 | 1.26 | 44% |
| Returns for 1 year | 7.79 | 33.37 | 23% |
| Returns for 3 years | -11.68 | 22.80 | -51% |
| Returns for 5 years | 18.54 | 87.43 | 21% |
| Returns for 10 years | 29.80 | 193.39 | 15% |