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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$24.62
Change+$0.15 (+0.61%)
VolumeN/A
Net Assets28.82M
Vanguard Total Stock Mkt Idx I
Price$131.78
Change+$0.87 (+0.66%)
VolumeN/A
Net Assets1.7T
CZOVX vs VTSMX Comparison Chart
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CZOVX vs. VTSMX commentary
Apr 29, 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: 1.7T vs. CZOVX (28.8M). 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 : 8.68 vs. CZOVX (-3.52). VTSMX return over 5 years is better than : 91.92 vs. CZOVX (12.41).
| 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 | -5.562 | -6.512 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8M | 1.7T | 0% |
| Annual Yield % from dividends | 0.33 | 1.25 | 26% |
| Returns for 1 year | -3.52 | 8.68 | -41% |
| Returns for 3 years | -15.36 | 29.71 | -52% |
| Returns for 5 years | 12.41 | 91.92 | 14% |
| Returns for 10 years | 5.09 | 156.42 | 3% |