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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$29.33
Change-$0.21 (-0.71%)
VolumeN/A
Net Assets35.33M
Vanguard Total Stock Mkt Idx I
Price$157.75
Change-$1.11 (-0.70%)
VolumeN/A
Net Assets2.05T
CZOVX vs VTSMX Comparison Chart in %
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CZOVX vs. VTSMX commentary
Nov 20, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. CZOVX (35.3M). VTSMX pays higher dividends than CZOVX: VTSMX (1.02) vs CZOVX (0.28). CZOVX was incepted earlier than VTSMX: CZOVX (20 years) vs VTSMX (34 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 : 12.09 vs. CZOVX (-1.58). VTSMX return over 5 years is better than : 77.91 vs. CZOVX (8.87).
| 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 | 34 years | - |
| Gain YTD | 13.310 | 12.736 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 2.05T | 0% |
| Annual Yield % from dividends | 0.28 | 1.02 | 27% |
| Returns for 1 year | -1.58 | 12.09 | -13% |
| Returns for 3 years | 5.78 | 64.98 | 9% |
| Returns for 5 years | 8.87 | 77.91 | 11% |
| Returns for 10 years | 28.68 | 215.97 | 13% |
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