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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$26.44
Change+$0.14 (+0.53%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.09
Change+$0.45 (+0.32%)
VolumeN/A
CapitalizationN/A
CZOVX vs VTSMX Comparison Chart
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CZOVX vs. VTSMX commentary
Dec 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. CZOVX (30.9M). 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 : 24.71 vs. CZOVX (11.96). VTSMX return over 5 years is better than : 81.06 vs. CZOVX (7.33).
| 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 | 11.541 | 24.354 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 1.84T | 0% |
| Annual Yield % from dividends | 0.56 | 1.26 | 44% |
| Returns for 1 year | 11.96 | 24.71 | 48% |
| Returns for 3 years | -19.12 | 23.28 | -82% |
| Returns for 5 years | 7.33 | 81.06 | 9% |
| Returns for 10 years | 14.94 | 184.62 | 8% |
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