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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$28.83
Change-$0.13 (-0.45%)
VolumeN/A
Net Assets31.94M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
CZOVX vs VTSMX Comparison Chart in %
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CZOVX vs. VTSMX commentary
Sep 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CZOVX (31.9M). 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 : 18.03 vs. CZOVX (3.52). VTSMX return over 5 years is better than : 84.94 vs. CZOVX (11.64).
| 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 | 10.587 | 10.330 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9M | 1.95T | 0% |
| Annual Yield % from dividends | 0.29 | 1.07 | 27% |
| Returns for 1 year | 3.52 | 18.03 | 20% |
| Returns for 3 years | 4.60 | 63.63 | 7% |
| Returns for 5 years | 11.64 | 84.94 | 14% |
| Returns for 10 years | 29.83 | 224.15 | 13% |
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