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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$29.45
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets32.97M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.95T
CZOVX vs VTSMX Comparison Chart in %
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CZOVX vs. VTSMX commentary
Sep 30, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CZOVX (33M). VTSMX pays higher dividends than CZOVX: VTSMX (1.07) vs CZOVX (0.29). CZOVX was incepted earlier than VTSMX: CZOVX (20 years) vs VTSMX (33 years). CZOVX (1.47) is less costly to investors than VTSMX (0.14). CZOVX is a more actively managed with annual turnover of: 15.00 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 : 16.02 vs. CZOVX (0.97). VTSMX return over 5 years is better than : 92.65 vs. CZOVX (17.32).
| CZOVX | VTSMX | CZOVX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.47 | 0.14 | 1,050% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 12.620 | 12.949 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 1.95T | 0% |
| Annual Yield % from dividends | 0.29 | 1.07 | 27% |
| Returns for 1 year | 0.97 | 16.02 | 6% |
| Returns for 3 years | 13.75 | 82.81 | 17% |
| Returns for 5 years | 17.32 | 92.65 | 19% |
| Returns for 10 years | 38.70 | 238.03 | 16% |
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