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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$22.79
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets26.68M
Vanguard Total Stock Mkt Idx I
Price$120.56
Change-$0.37 (-0.31%)
VolumeN/A
Net Assets1.7T
CZOVX vs VTSMX Comparison Chart
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CZOVX vs. VTSMX commentary
Apr 08, 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: 1.7T vs. CZOVX (26.7M). VTSMX pays higher dividends than CZOVX: VTSMX (1.25) vs CZOVX (0.33). CZOVX was incepted earlier than VTSMX: CZOVX (19 years) vs VTSMX (33 years). CZOVX (1.10) 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 : -3.63 vs. CZOVX (-12.35). VTSMX return over 5 years is better than : 81.59 vs. CZOVX (17.54).
| CZOVX | VTSMX | CZOVX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.10 | 0.14 | 786% |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | -12.428 | -14.472 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.7M | 1.7T | 0% |
| Annual Yield % from dividends | 0.33 | 1.25 | 26% |
| Returns for 1 year | -12.35 | -3.63 | 340% |
| Returns for 3 years | -27.09 | 10.58 | -256% |
| Returns for 5 years | 17.54 | 81.59 | 22% |
| Returns for 10 years | -1.98 | 135.47 | -1% |
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