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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$26.69
Change+$0.28 (+1.06%)
VolumeN/A
Net Assets30.77M
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
CZOVX vs VTSMX Comparison Chart
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CZOVX vs. VTSMX commentary
Jun 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: 1.82T vs. CZOVX (30.8M). VTSMX pays higher dividends than CZOVX: VTSMX (1.18) vs CZOVX (0.32). 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 : 10.96 vs. CZOVX (-2.99). VTSMX return over 5 years is better than : 80.94 vs. CZOVX (7.12).
| 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 | 1.304 | 0.817 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.32 | 1.18 | 27% |
| Returns for 1 year | -2.99 | 10.96 | -27% |
| Returns for 3 years | -10.45 | 40.34 | -26% |
| Returns for 5 years | 7.12 | 80.94 | 9% |
| Returns for 10 years | 12.97 | 179.94 | 7% |
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